Martin Weiss
Martin Weiss is a registered investment advisor at Gibbs Wealth Management, LLC, based in Alpharetta, GA, with 8 years of industry experience. Martin 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 (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.