Michael Gibney is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in New York City, NY, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 6,106 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
Contact
Michael Gibney
Location
19 West 44th Street, Suite 1100, New York City, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Highland Financial Advisors, LLC
Raymond James Financial Services
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
He is an active leader in his community and currently serves in a leadership role for the National Association of Personal Financial Advisors (NAPFA). He served as the Governance Chair for the NJ Metro Multiple Sclerosis Society Board of Trustees and remains an active member today. He served as 2010 Chairman of the New Jersey Financial Planning Association and 2011-2013 Chairman of the Board of Trustees for the NJ Metro Multiple Sclerosis Society.