Marc Verdi is a CFP, PFS-designated registered investment advisor at Godsey & Gibb Wealth Management, based in Richmond, VA, with 15 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 831 clients with $1.6B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Account minimum, annual fee, and fee schedule are negotiable.
Fee Estimator
Location
6806 Paragon Pl, Ste 230, Richmond, VA, 23230
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 →Employment History
Current Registrations
Godsey & Gibb Wealth Management
Previous Registrations
Morgan Stanley Smith Barney LLC
Cb&h Wealth Management Services, L.L.C.
State Registrations2 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.
Exams
More Advisors
- Jeanmarie Mcgowan, CFAGodsey & Gibb Wealth Management
- Christopher Leslie, CFPGodsey & Gibb Wealth Management
- Peter Braden, CFPGodsey & Gibb Wealth Management
- James Pickert, CFPKanawha Capital Management, LLC
- David Kozlowski, CFPVerus Financial Partners
- Jason Pruden, CFP, ChFCOsaic Wealth, INC.