Paul Gibson is a registered investment advisor at Harborview Capital Management LLC, based in Sarasota, FL, with 10 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 23 clients with $34M 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 | 1.00% |
There is a minimum annual charge per account of $2,500, unless otherwise indicated. The firm reserves the right to reduce rates at its sole discretion (example: family members).
Fee Estimator
Location
Sarasota, FL
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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
Harborview Capital Management LLC
Previous Registrations
Harborview Capital Management LLC
Euro Pacific Capital, INC.
State Registrations1 state
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