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Brett Thomas Ranhofer

8 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

5925 E. Evans Ave, Suite 212, Denver, CO, 80222

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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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Employment History
Current Registrations
Gibbs Wealth Management, LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Foundations Investment Advisors LLC
April 2020 - February 2022 · 1 yr 10 mos
Portfolio Design Advisors, INC.
October 2017 - December 2019 · 2 yrs 2 mos
First American National Investment Advisors, LLC
March 2017 - October 2017 · 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Brett Thomas Ranhofer - Financial Advisor | AdvisorDiscover