Brent Mcgibbon
Brent Mcgibbon is a registered investment advisor at Triumph Capital Management, based in Denver, CO, with 27 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,239 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triumph Capital Management (TCM) offers investment management services for a fee, which covers advisory and consulting services, trade execution, investment supervision, and account maintenance. The maximum annual investment advisory fee is 3.00%, but the specific fee is outlined in the investment advisory agreement and may vary based on factors like account size and complexity. TCM also charges a minimum fee of $180 annually for accounts held at Charles Schwab, though this fee may be waived or reduced. TCM also offers the Managed by TCM program at Security Benefit, with advisory fees ranging from 1.0% to 1.5%, depending on the Security Benefit option selected.
Location
1610 Wynkoop Street, Suite 550, Denver, CO, 80202
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Regulatory History (1)
Employment Separation After Allegations
September 2021Other Business Activities
Brent uses McGibbon Asset Management, LLC as a DBA for marketing purposes, offering advisory services through Triumph Capital Management since 1999. He is also a board member of the Rocky Mountain Jaguar Club, spending minimal time on this activity.
Employment History
Current Registrations
Triumph Capital Management
Previous Registrations
Namcoa
Wealthsource Partners, LLC
Mcgibbon Asset Management
Mcgibbon Asset Management
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.