Kurtis Barnett
Kurtis Barnett is a registered investment advisor at Gibbs Wealth Management, LLC, based in Cerritos, CA, with 11 years of industry experience. Kurtis 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
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
Location
19112 Gridley Rd, Ste 105, Cerritos, CA, 90703
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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
Kurtis sells and markets insurance and annuities through The Financial Architects, dedicating full-time hours to this activity. He also acts as a referral partner for Business Group Resources, spending minimal time referring business owners for specialized tax services.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
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.
Exams
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