John Reising
John Reising is a registered investment advisor at Gibbs Wealth Management, LLC, based in Danville, CA, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $640M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
4115 Blackhawk Plaza Circle, Ste 100, Danville, CA, 94506
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
John is the owner of Reising Financial and an insurance agent selling fixed annuities, fixed indexed annuities, and life insurance since 2009. This takes about half of his time.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Brookstone Capital Management LLC
Reising Financial Services, INC.
Trustmont Advisory Group, INC.
Ing Financial Partners, INC
Morgan Stanley
State Registrations1 state
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