AP
AP

Andrew Pieracini

7 Years of Experience
Holland, OH

Andrew Pieracini is a registered investment advisor at Gibbs Wealth Management, LLC, based in Holland, OH, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,356 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
68 advisors
Number of Clients
5,356 clients
Average Client Portfolio
$199K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Advisory fees are charged as a percentage of assets under management and disclosed in the client agreement. Total fees including platform and strategist fees will not exceed 3% per year. Fees are negotiable based on account size, services requested, and householding.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1590 Albon Road, Suite 40, Holland, OH, 43528

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gibbs Wealth Management, LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Gibbs Wealth Management, LLC
May 2022 - May 2022 · 0 mos
Silver Oak Securities, INC.
January 2019 - June 2022 · 3 yrs 5 mos
State Registrations2 states
MIOH
Advisor

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Exams
No exam information available for this advisor.
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