Jeanmarie Mcgowan is a CFA-designated registered investment advisor at Godsey & Gibb Wealth Management, based in Richmond, VA, with 12 years of industry experience. Jeanmarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 807 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum account size of $500,000, annual fee of $5,000, and fee schedule are negotiable. GGWM may group certain related client accounts for the purpose of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
6806 Paragon Pl, Ste 230, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeanmarie is a professor of finance in the Executive MBA program at Virginia Commonwealth University School of Business since 2011. This requires about 10-20% of her time, including some hours during trading hours.
Employment History
Current Registrations
Godsey & Gibb Wealth Management
State Registrations2 states
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