Robert Messina
Robert Messina is a registered investment advisor at Gibbs Wealth Management, LLC, based in Alpharetta, GA, with 18 years of industry experience. Robert 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
3980 Old Milton Parkway, Alpharetta, GA, 30005
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
Robert is the President of FRG Insurance Solutions Inc. since 2015, selling fixed indexed annuities and life insurance, dedicating about half of his time.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Financial Resources Group
Financial Resources Group
Wealth Financial Advisory Services, LLC
Renown Wealth Advisors, LLC
USA Wealth Management LLC
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.