Stephen Gibbs
Stephen Gibbs is a registered investment advisor at Mahalo Advisory Services, LLC, based in Huntington Beach, CA, with 24 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 36 clients with $2.5M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Huntington Beach, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2004Other Business ActivitiesSells Insurance
Stephen is an appointed insurance agent for multiple companies, including Blue Cross, Blue Shield, and Amerus Life & Annuities, selling life and health insurance. He also works with Scholastic Solutions on college funding.
Employment History
Current Registrations
Mahalo Advisory Services, LLC
Previous Registrations
Park Avenue Securities LLC
Prudential Financial Planning Services
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.