Richard Gibson is a CFP-designated registered investment advisor at Jmf Capstone Wealth Management, based in Tuscaloosa, AL, with 3 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 219 clients with $420M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees and account minimums may be negotiable in certain circumstances. Independent managers recommended by JMF Capstone Wealth Management may charge additional fees ranging from 0.03% to 0.47% annually.
Fee Estimator
Location
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL, 35401
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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 →Other Business Activities
Richard dedicates all of his business time to Jamisonmoneyfarmer, PC, an accounting firm. He also has minimal involvement with JMF Consulting, LLC, JMF Building, LLC, and serves as an outside director & audit committee chair for Robertson Banking Company, dedicating a few hours per week.
Employment History
Current Registrations
Jmf Capstone Wealth Management
State Registrations1 state
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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