Gordon Asset Management, LLC

Wealth Management Firm in Durham, NC

Firm Info
Address: 4721 Emperor Blvd Suite 250, Durham, NC 27703, USA
Phone: (919) 313-6650

Firm Size
Assets Under Management: $226.3 million
# of Advisors: 6
# of Clients: 511
Client to Advisor Ratio: 85:1
Average Account Size: $442,936
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Gordon Asset Management, LLC Overview

Gordon Asset Management, LLC is a fee-only Registered Investment Advisory Firm that has been in business since 2003 with its headquarters located in Durham, NC. As an insurance broker/agent, the firm specializes in providing investment advice to individuals, small businesses, and institutional clients. The firm offers a wide range of services, including financial planning, portfolio management, pension consulting services, and selection of other advisors. Gordon Asset Management, LLC caters to the needs of its clients by providing personalized investment solutions with an emphasis on risk management and preservation of capital. With years of experience in the industry, the firm has established a reputation for providing reliable and trustworthy investment services. Their portfolio management services are designed to meet the unique needs of different clients, including individuals, businesses, or institutional clients. This ensures that their clients receive investment solutions that are tailored to their specific goals and objectives. Overall, Gordon Asset Management, LLC is a reputable investment advisory firm that prides itself on providing high-quality investment solutions that are aligned with the needs and goals of their clients. With their commitment to excellence, the firm has established itself as a leader in the investment industry, providing reliable and trustworthy services to clients across different sectors.

GORDON ASSET MANAGEMENT, LLC has a diverse client base that extends from individuals to pension or profit sharing plans. Their personalized approach to wealth management enables them to cater to a range of clients, including high net worth individuals. Their team of seasoned professionals is dedicated to providing innovative solutions tailored to meet individual client needs. With a keen understanding of financial markets and a passion for educating clients, GORDON ASSET MANAGEMENT, LLC is renowned for delivering results. When it comes to fee structures, GORDON ASSET MANAGEMENT, LLC offers a variety of options to suit their clients' needs. Depending on the service provided, clients may be charged a percentage of their assets under management (AUM), an hourly fee, or a fixed fee. The AUM fee structure typically applies to investment management services where a percentage of the total assets managed is charged. The hourly fee structure is used for advisory services that require a specific amount of time, while the fixed fee structure is reserved for specialized financial planning services that require a fixed price. GORDON ASSET MANAGEMENT, LLC believes in transparent pricing, and all fees are discussed upfront to ensure clients are confident in the value they receive from the firm.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, GORDON ASSET MANAGEMENT, LLC does not have an investment minimum for any of their services. They provide advisory services to individuals, high-net-worth individuals, trusts, pension and profit sharing plans, and corporations or business entities. The note explicitly states that "there is no account minimum for any of GAMLLC's services." Therefore, clients can invest any amount they desire without being restricted by a minimum investment requirement.

How This Office Can Help Durham, NC Residents

Gordon Asset Management, LLC is a financial services firm that provides a range of investment and wealth management services to clients in Durham, NC. The company's team of experienced professionals assists clients in achieving their financial goals by offering personalized investment strategies tailored to their individual needs and circumstances. They work closely with clients to understand their financial situations and provide customized solutions that are designed to help them meet their financial objectives. For many individuals and families in Durham, NC, managing finances can be a daunting task. From paying off student loans to saving for retirement, there are a variety of financial challenges that residents of the area may face. Gordon Asset Management, LLC can provide support and guidance to help clients navigate these challenges and overcome obstacles to financial success. Whether clients need assistance with retirement planning, asset allocation, risk management, or other financial concerns, Gordon Asset Management, LLC can provide the expertise and resources to help them achieve their goals.

To view the Minimum Investment and Fee Schedule for Gordon Asset Management, LLC, visit their Part 2 Brochure.

Services Offered by Gordon Asset Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Gordon Asset Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4721 Emperor Blvd Suite 250, Durham, NC 27703, USA
Phone (919) 313-6650
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Gordon Asset Management, LLC is registered to service clients in the following states:

  • Florida
  • North Carolina
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Gordon Asset Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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