Jordan Gibbs
Jordan Gibbs is a CFP-designated registered investment advisor at Heritage Wealth Management, INC., based in San Diego, CA, with 17 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 230 clients with $490M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Client Assets that are invested pursuant to the Firm’s Option Enhanced Portfolio Strategies and/or Private Placement Strategies will be assessed a fee of 0.35% in addition to the fees expressed in the table above. Fees negotiable for accounts over $20,000,000.
Fee Estimator
Location
11440 W. Bernardo Ct., Ste 390, San Diego, CA, 92127
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Employment History
Current Registrations
Heritage Wealth Management, INC.
Previous Registrations
Financial Goal Securities, INC.Broker
The Kocen Financial Group, INC.
First Financial Advisors, LLC
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.