Gregg Giboney
Gregg Giboney is a CFA-designated registered investment advisor at Timberline Investment Management, LLC, based in West Linn, OR, with 18 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $89M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees and terms are negotiable and may be waived.
Fee Estimator
Location
West Linn, OR
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Timberline Investment Management, LLC
Previous Registrations
Western Pacific Investment Advisers INC
State Registrations2 states
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