Justin Gibson
Justin Gibson is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 21 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
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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
Justin is involved in several business activities, including Roxie LLC, Silverleaf Wealth Management, Gibson Financial Inc., Beech Partners LLC, Kate James LLC, Silverleaf Tax & Accounting, Silverleaf Advisor Group LLC, Gladstone Institutional Advisory/Partners, Nouveau Depart LLC, Ash Brokerage, Skytail Getaway LLC, Massive Value LLC, and American Senior Benefits. He dedicates a significant amount of time to Gladstone Institutional Advisory/Partners (full-time) and minimal time to many of the other entities, with several involving non-variable insurance sales.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Silverleaf Advisor Group, LLC
Wealthplan Partners
Waddell & Reed
Waddell & ReedBroker
State Registrations39 states
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