Gibbs Wealth Management, LLC
Assets Under Management
$639.2M
Number of Clients
4,407
Number of Advisors
56
Average Client AUM
$145K
AUM per Advisor
$11.4M
Compensation
Fee-Only (AUM)
About This Firm
Gibbs Wealth Management, LLC offers discretionary asset management services through Advisor-Directed Model Management, TownSquare Capital, and Orion Portfolio Solutions. They build and manage investment portfolios based on client needs and objectives. The firm also holds seminars and workshops to educate the public.
Fee Structure
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
Location
3980 Old Milton Parkway, Alpharetta, GA, 30005