Dustin Mitchell
Dustin Mitchell is a registered investment advisor at Gibbs Wealth Management, LLC, based in Mandeville, LA, with 4 years of industry experience. Dustin 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
1007 W Causeway Approach, Mandeville, LA, 70471
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
Dustin is an insurance agent with Mitchell Financial Group, selling fixed annuities, fixed indexed annuities, and life insurance. This takes about half of his time, with about a quarter of his time spent during trading hours.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Kinetic Investment Management, INC.
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
More Advisors
- John Curren, CFP, ChFCMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lawrence Spinosa, CFP, ChFCSpinosa Wealth Management Group
- Richard Wilson, ChFCMorgan Stanley
- Matthew Gardner, CFPEdward Jones
- Leo Labourdette, CFPOsaic Wealth, INC.
- Kenneth Mcdaniel, CFPEdward Jones