DM

Dustin Brandt Mitchell

4 Years of Experience

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

1007 W Causeway Approach, Mandeville, LA, 70471

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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

Dustin is an insurance agent with Mitchell Financial Group, selling fixed annuities, fixed indexed annuities, and life insurance. This takes about half of his time, with about a quarter of his time spent during trading hours.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
February 2025 - Present · 11 mos
Previous Registrations
Coppell Advisory Solutions LLC
June 2023 - February 2025 · 1 yr 8 mos
Kinetic Investment Management, INC.
October 2021 - July 2023 · 1 yr 9 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.