Jeffrey Gibbons is a registered investment advisor at RIA Advisory Group, LLC, based in Ames, IA, with 37 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,996 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum allowable annual fee is 2%, using a tiered schedule where the rate applies to all managed assets. Fees are negotiable and paid monthly or quarterly in arrears.
Fee Estimator
Location
2305 Dayton Ridge Road, Ames, IA, 50010
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Regulatory History (1)
Customer Dispute
December 2014Other Business Activities
Jeffrey is involved in several outside business activities, including the Iowa State University Alumni Assoc, G2G Services LLC, Dayton Parkway Enterprises, ATC Group LLC, and Trend Financial LLC. He spends about half his time on ATC Group LLC and Trend Financial LLC, and minimal time on the others.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Visionpoint Advisory Group
LPL Financial LLC
U.S. Bancorp Piper Jaffray INC.
State Registrations1 state
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.
Exams
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