Advisor at SKG Capital Advisors, LLC
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.
Firm
SKG Capital Advisors, LLC
Location
Albuquerque, NM 87109
Credentials
CFP®, Series 66
Industry experience
13 years
Nicholas Gordon is a financial advisor at SKG Capital Advisors, LLC in Albuquerque, NM, holding CFP® and Series 66 designations with 13 years of industry experience. He has previously worked at Bold Financial Group and National Planning Corporation. Outside of his advisory role, he is also an insurance agent offering long-term care products. SKG Capital Advisors serves individuals, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes wrap-fee program delivery and combines customized wealth management with an automated ETF-based platform through Schwab Performance Technologies’ Institutional Intelligent Portfolios™.
Based on SKG Capital Advisors, LLC
Based on SKG Capital Advisors, LLC
$50,000 - $1,499,999: 1.35% annually $1,500,000 - $2,999,999: 1.25% annually $3,000,000 - $4,999,999: 1.15% annually $5,000,000 - $9,999,999: 0.95% annually $10,000,000+: 0.50% annually
Account minimum: $50,000 Minimum fee: Minimum annualized fee of $675 for Wrap Fee Program Fee-only: Wrap Fee Program fees as tiered above, Institutional Intelligent Portfolios at 0.95% annually, Pension Consulting at 0.5% annually, American Funds Class F-2 shares at 0.50% annually
5700 Harper Dr.Ne, Suite 100
Albuquerque, NM 87109
Arizona · California · New Mexico · Texas
Sklar Capital Advisors, LLC
2017 - Present (9 years)
Bold Financial Group
2013 - 2017 (4 years)
National Planning Corporation
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Albuquerque, NM
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CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.
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