Richard Gibson
Richard Gibson is a registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2024Customer Dispute
May 2024Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Richard owns rental real estate, is involved with RWG Benefits Group (though not currently active), and is an insurance agent with Global View Capital Insurance Services, LLC. He also works with Global View Capital Management, LLC, PKS Investments, Global View Capital Advisors, LLC, Experior Financial Group, and serves on the board of the Disabled Resources Center, Inc.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Global View Capital Management LLC
Previous Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations4 states
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.