Daniel Orfin is a registered investment advisor at Gibbs Wealth Management, LLC, based in Bloomfield Twp, MI, with 1 years of industry experience. Daniel 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
3120 South Blvd., Bloomfield Twp, MI, 48304
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Regulatory History (7)
Customer Dispute
July 2020Civil
December 2019Customer Dispute
May 2019Customer Dispute
September 2018Customer Dispute
June 2018Customer Dispute
May 2018Regulatory
January 2018Employment History
Current Registrations
Gibbs Wealth Management, LLC
State Registrations1 state
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.