Douglas Clancy is a registered investment advisor at Gibbs Wealth Management, LLC, based in Roseville, CA, with 18 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
1540 Eureka Road, Suite 103, Roseville, CA, 95661
Get directionsHistory
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
Douglas is the owner and insurance agent at CSWTA Insurance Solutions since 2014, selling fixed life, annuities, and index annuities. This takes about 10-20% of his time and occurs during securities trading hours.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Gibbs Wealth Management, LLC
Cornerstone Wealth & Tax Advisory Group
Alphastar Capital Management, LLC
Regal Investment Advisors LLC
Horter Investment Management, LLC
The Investment Advisor Alliance LLC
State Registrations1 state
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