Martin Weiss
Martin Weiss is a registered investment advisor at Gibbs Wealth Management, LLC, based in Waterloo, IA, with 9 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,356 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Advisory fees are charged as a percentage of assets under management and disclosed in the client agreement. Total fees including platform and strategist fees will not exceed 3% per year. Fees are negotiable based on account size, services requested, and householding.
Fee Estimator
Location
3336 Kimball Ave, Suite 250, Waterloo, IA, 50702
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2013Other Business ActivitiesSells Insurance
Martin is an independent insurance agent selling various non-variable insurance products, including life, accident, health, disability income, property & casualty, long-term care, individual health, group health, and single premium whole life insurance.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Flying Eagle Wealth Management, LLC
Wealth Financial Advisory Services, LLC
New England Securities Corporation
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
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