Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Gibbs Wealth Management charges an annual investment advisory fee based on a percentage of assets under management. The fees are listed in the table above. Fees may be higher than those charged in the industry. Lower fees for comparable services may be available from other sources. The annual fee may be negotiable based upon certain criteria. A minimum of $25,000 is required to open an account, but the firm reserves the right to accept accounts with lesser assets at its discretion. TownSquare Capital and Orion Portfolio Solutions also charge fees, which are in addition to Gibbs Wealth Management's fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

1540 Eureka Road, Suite 103, Roseville, CA, 95661

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Douglas is the owner and insurance agent at CSWTA Insurance Solutions since 2014, selling fixed life, annuities, and index annuities. This takes about 10-20% of his time and occurs during securities trading hours.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Gibbs Wealth Management, LLC
June 2020 - July 2020 · 1 mo
Cornerstone Wealth & Tax Advisory Group
June 2012 - February 2024 · 11 yrs 8 mos
Alphastar Capital Management, LLC
August 2011 - May 2012 · 9 mos
Regal Investment Advisors LLC
January 2011 - August 2011 · 7 mos
Horter Investment Management, LLC
January 2010 - September 2010 · 8 mos
The Investment Advisor Alliance LLC
March 2007 - January 2010 · 2 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Douglas A Clancy - Financial Advisor | AdvisorDiscover