Peter Dotson
Peter Dotson is a registered investment advisor at Gibbs Wealth Management, LLC, based in Brighton, MI, with 14 years of industry experience. Peter 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
10315 Grand River Ave, Suite 306, Brighton, MI, 48116
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
Peter is the owner of Dotson Financial Group, spending nearly full-time on this non-investment related activity, and sells life insurance and annuities. He is also a partner in Vista Leona Corp, a rental home managed by an outside firm, requiring minimal time.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Bcd Advisors
Fusion Capital Management
Hbw Advisory Services LLC
Foresters Equity Services, INC.
Retirement Resources, LLC
Gradient Advisors, LLC
Gradient Advisors, LLC
Global Financial Private Capital, 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.