Jim Gibbons
Jim Gibbons is a registered investment advisor at High Pines Wealth Management LLC, based in Duxbury, MA, with 31 years of industry experience. Jim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 163 clients with $180M 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 | 1.25% |
Annual advisory fees range from 0.50% to 1.25% based on complexity, asset level, and relationship scope. Fees are negotiable at the sole discretion of High Pines.
Fee Estimator
Location
40 Tremont Street, Suite 62, Duxbury, MA, 02332
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
Jim sells non-variable insurance products, which are not investment-related. This activity requires minimal time.
Employment History
Current Registrations
High Pines Wealth Management LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Gruntal & CO. IncorporatedBroker
State Registrations2 states
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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