Mark Richard Gordon

CFA · CFP

Wealth Architects, LLC

19 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable Giving

Wealth Architects, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

430 clients

Average Client Portfolio

$4.7M average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$1M

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	0.85%
$5.0M - $10.0M	0.50%
$10M+	0.30%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

800 West El Camino Real, Suite 201, Mountain View, CA, 94040

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2008

Settled

Customer Dispute

March 2008

Settled

Regulatory

September 2006

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Wealth Architects, LLC

December 2009 - Present · 16 yrs 2 mos

Previous Registrations

Charles Schwab & CO., INC.

February 2006 - July 2009 · 3 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.