Sara Gibbs is a registered investment advisor at Egi Financial, INC., based in Akron, OH, with 39 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 292 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.0M | 0.95% |
| $3M+ | 0.80% |
Money Management fees are negotiable dependent upon investment strategy and requirements, potential future asset additions and other relationship issues.
Fee Estimator
Location
50 South Main Street, Suite 1210, Akron, OH, 44308-1831
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business Activities
Sara serves as Trustee for the Kurger Trust, dedicating minimal time during market hours. Her compensation ranges from 1 to 20% of annual income.
Employment History
Current Registrations
Egi Financial, INC.
American Heritage Securities, INC.Broker
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc One Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.