Lisa Brumfield
Lisa Brumfield is a registered investment advisor at Gibbs Wealth Management, LLC, based in San Diego, CA, with 16 years of industry experience. Lisa 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
12526 High Bluff Dr, Suite 300, San Diego, CA, 92130
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
Lisa owns Marathon Group Financial, where she conducts life insurance analysis and retirement income reviews, dedicating about half of her time. She also works as a business development consultant for insurance companies, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Visionary Wealth Management, LLC
Coppell Advisory Solutions LLC
Gwn Securities INC.
Gwn Securities INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Aragon Financial Services, INC.Broker
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.