SG
SG

Scott Gibson

16 Years of Experience
Hillsboro Beach, FL
1 Disclosure

Scott Gibson is a registered investment advisor at Retirement Maximizer, INC., based in Hillsboro Beach, FL, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Retirement Maximizer does not directly manage investments. Instead, they connect you with third-party money managers. These managers charge between 1% and 1.8% of the value of your portfolio per year, depending on the services they provide. Retirement Maximizer receives 21-29% of the total fee charged by the third-party manager. These fees are subject to negotiation.

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Location

Hillsboro Beach, FL

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History

Regulatory History (1)
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Customer Dispute
August 2004
Settled
Other Business Activities

Scott is an officer and co-owner of 401k Maximizer, Inc., a newsletter offering guidance to self-directed retirement investors, since 2004. He dedicates a few hours per week to writing the newsletter.

Employment History
Current Registrations
Retirement Maximizer, INC.
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Analytic Financial Solutions, INC.
March 2002 - March 2005 · 3 yrs
State Registrations2 states
FLTX
Advisor

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
No exam information available for this advisor.