Mark Gibbs is a CFP-designated registered investment advisor at Jt Stratford, LLC, based in Gainesville, GA, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,176 clients with $810M 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 $1000K | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50.0M - $100.0M | 0.68% |
| $100M+ | 0.68% |
Aggregate account balances are used for fee breakpoint calculations.
Fee Estimator
Location
311 Green Street, Suite 100, Gainesville, GA, 30501
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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 Activities
Mark owns Gibbs Financial Services, PC, providing financial planning, tax preparation, and accounting services to approximately 140 clients, dedicating about 20% of his time. He is also a licensed CPA in Georgia, spending a few hours per week providing tax preparation and accounting services for about 50 clients.
Employment History
Current Registrations
Jt Stratford, LLC
Previous Registrations
Gibbs Financial Services, PC
Gibbs Financial Services, PC
State Registrations2 states
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