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CFP
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CFP

Mark Gibbs

Jt Stratford, LLC
20 Years of Experience
Gainesville, GA
View SEC Summary
View SEC Summary

Mark Gibbs is a CFP-designated registered investment advisor at Jt Stratford, LLC, based in Gainesville, GA, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,266 clients with $1B in assets under management.

Jt Stratford, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,266 clients
Average Client Portfolio
$801K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $25.0M0.80%
$25.0M - $50.0M0.74%
$50M+0.68%

Fees are negotiable. Aggregate account balances are used for breakpoint calculations. Households with accounts over $50,000 also pay an annual $85 admin/technology fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

311 Green Street, Suite 100, Gainesville, GA, 30501

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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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Other Business Activities

Mark owns Gibbs Financial Services, PC, providing financial planning, tax preparation, and accounting services to approximately 140 clients, dedicating about 20% of his time. He is also a licensed CPA in Georgia, spending a few hours per week providing tax preparation and accounting services for about 50 clients.

Employment History
Current Registrations
Jt Stratford, LLC
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Gibbs Financial Services, PC
May 2011 - August 2015 · 4 yrs 3 mos
Gibbs Financial Services, PC
June 2005 - December 2010 · 5 yrs 6 mos
State Registrations2 states
GANC
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.
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