Will Gibson is a CFA-designated registered investment advisor at Bay Rivers Group Wealth Partners, based in Williamsburg, VA, with 6 years of industry experience. Will operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 401 clients with $330M 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 $500K | 1.50% |
| $500K - $4.0M | 1.35% |
| $4.0M - $10.0M | 1.00% |
| $10M+ | 0.70% |
Fees are generally negotiable. BRGWP also receives its standard fee on top of the fee paid to third party advisors.
Fee Estimator
Location
5107 Center Street B1, Williamsburg, VA, 23188
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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
Bay Rivers Group Wealth Partners
Previous Registrations
Nasdaq Capital Markets Advisory LLCBroker
Dorsey, Wright & Associates, LLC
State Registrations1 state
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