How does the advisor help clients – Key Takeaways:
Robert Gordon & Associates Inc. offers a comprehensive range of financial services to help their clients achieve their financial goals. They have a team of experienced advisors who provide personalized financial advice tailored to the unique needs of each client.
Some key takeaways on how the advisor helps clients include:
- Investment management strategies to maximize returns and minimize risk
- Retirement planning and income strategies for financial security in the future
- Estate planning to ensure assets are distributed according to clients’ wishes
- Tax planning to minimize tax liabilities and maximize savings
- Education planning to help clients save for their children’s education
Facts and Insights
To give a better understanding of Robert Gordon & Associates Inc., here are some facts and insights:
- Founded in 1990, Robert Gordon & Associates Inc. has been in the financial services industry for over 30 years.
- The firm has over $1 billion in assets under management, with a team of 15 advisors working with clients.
- Their clients come from different backgrounds and have varying financial goals, making their services highly personalized.
- As a fee-only registered investment advisor, Robert Gordon & Associates Inc. has a fiduciary duty to act in the best interests of their clients.
- They prioritize education and communication, ensuring clients are well-informed and involved in their financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 15 | 30+ years |
Financial Services Offered
Robert Gordon & Associates Inc. offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Wealth transfer strategies
- Insurance and risk management
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Trusts
- Non-profit organizations
Fees & Compensation
Robert Gordon & Associates Inc. operates on a fee-only basis, meaning they do not receive any commissions or incentives for recommending specific investments. This aligns their interests with their clients’ and ensures they are completely transparent about their compensation.
The firm’s fees are based on a percentage of assets under management, which incentivizes them to grow clients’ portfolios. They also offer hourly consultations for specific financial planning needs.
Background
Robert Gordon & Associates Inc. was founded by Robert Gordon in 1990 with the goal of providing personalized, unbiased financial advice to clients. The firm has a strong commitment to maintaining long-term relationships with clients, as evidenced by their high client retention rate.
The advisors at Robert Gordon & Associates Inc. have diverse backgrounds and expertise, allowing them to provide a wide range of financial services and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, Robert Gordon & Associates Inc. is required to provide clients with certain disclosures, including:
- Disclosure brochure (Form ADV): includes information about the firm’s business practices, services offered, and fees.
- Privacy policy: outlines how the firm collects, uses, and protects clients’ personal information.
- Code of ethics: states the firm’s fiduciary duty and ethical principles they abide by.
- Client relationship summary (Form CRS): provides a brief overview of the firm’s services and fees.