Brian Whitaker is a registered investment advisor at Gibbs Wealth Management, LLC, based in Alpharetta, GA, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $640M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
3980 Old Milton Parkway, Alpharetta, GA, 30005
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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 →Other Business ActivitiesSells Insurance
Brian is an insurance agent at Whitaker Insurance since 2005 and owner/insurance agent at 1st Opulence Financial LLC since 2015, selling various insurance products and services; these activities take up significantly more than full-time hours. He also receives farm income and created B&M Financial Inc. to receive insurance compensation.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Visionary Wealth Management, LLC
Great Lakes Wealth Management, LLC
Questar Asset Management, INC.
Prudential Financial Planning Services
State Registrations4 states
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