Michael Gibbs
Michael Gibbs is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Aurora, CO, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
3140 S Parker Rd, Ste 3A, Aurora, CO, 80014
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2018Other Business ActivitiesSells Insurance
Michael originates mortgage loans for Rocket Mortgage and is a partner in JEX Enterprises, LLC, a rental property business. He also owns Michael Gibbs's Insurance Agency, selling insurance products, and coaches basketball at Cherry Creek and Douglas County HS.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Jackson National Life Distributors, INC.Broker
Janus Distributors LLCBroker
State Registrations5 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.