Marcelle Gordon
Advisor at ELE Advisory Services, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at ELE Advisory Services, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Southfield, MI 48075
Credentials
Series 63, Series 65
Industry experience
20 years
Marcelle Gordon is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, along with extensive tenure at ELE Advisory Services and ELE Wealth Management. Outside of advisory work, she owns Celmar Consulting Group, LLC, which provides notary, proofreading, and administrative services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policy statements, offering portfolio management, financial planning, and third-party adviser selection across a broad range of investment products.
Based on ELE Advisory Services, Inc
Fixed financial planning fees starting at $250 (negotiable)
$0 - $100,000,000: Up to 3% annually (determined at engagement) $100,000,001+: Up to 2% annually (determined at engagement)
Representatives may accept commissions from sale of securities and investment products; commissions are not primary income source
Hourly financial planning fees between $150 and $250 per hour (negotiable)
Minimum fee: One-time implementation fee of $365 to open an account (negotiable) Fee-only: Financial planning fees: fixed fees starting at $250 (negotiable), hourly fees between $150 and $250 per hour (negotiable)
18700 W. 10 Mile Road, Suite 100
Southfield, MI 48075
Michigan · North Carolina · South Carolina
ELE Advisory Services, Inc.
2021 - Present (5 years)
ELE Wealth Solutions, Inc.
2021 - Present (5 years)
Fifth Third Securities
2020 - 2021 (1 year)
Fifth Third Bank
2020 - 2021 (1 year)
W&S Brokerage Services
2020 - 2020 (1 year)
WESTERN SOUTHERN Life
2020 - 2020 (1 year)
SELF EMPLOYED
2019 - 2020 (1 year)
ELE Advisory Services, Inc.
2011 - 2019 (8 years)
ELE Wealth Management, Inc.
2003 - 2019 (16 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Real estate agent
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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