Gibbs Wealth Management offers investment management services through third-party managers. Gibbs builds and manages investment portfolios based on client needs and objectives. Clients interact solely with Gibbs Wealth Management. Gibbs also holds seminars and workshops to educate the public on different types of investments and the services they offer.
Assets Under Management$640M
Clients4,407
Advisors65
Avg. per Client$150K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
65 Advisors at this firm
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