JG
JG

John Gibson

14 Years of Experience
Huntsville, AL
1 Disclosure

John Gibson is a registered investment advisor at Brighthaven Financial Advisors, LLC, based in Huntsville, AL, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 91 clients with $45M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
91 clients
Average Client Portfolio
$491K average
Assets Under Management
$44.7M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.25%
$2.5M - $4.0M1.00%
$4M+0.75%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Russell Street NE, Ste 300, Huntsville, AL, 35801

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History

Regulatory History (1)
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Customer Dispute
August 2021
Settled
Other Business Activities

John serves as a professor at the University of Alabama-Huntsville since 2020. This takes about 10-20% of his time.

Employment History
Current Registrations
Brighthaven Financial Advisors, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Brighthaven Capital Management, LLC
July 2021 - May 2024 · 2 yrs 10 mos
Hightower Advisors, LLC
September 2013 - December 2020 · 7 yrs 3 mos
Hightower Securities, LLCBroker
September 2013 - December 2020 · 7 yrs 3 mos
Morgan Stanley
September 2011 - September 2013 · 2 yrs
Morgan StanleyBroker
August 2011 - September 2013 · 2 yrs 1 mo
State Registrations1 state
AL
Advisor

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
No exam information available for this advisor.