Raymond Cozby is a registered investment advisor at Gibson Wealth Advisors, LLC, based in Tyler, TX, with 9 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 193 clients with $190M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum account balance of $500,000 generally required. Minimum annual fee is $7,500. Fees are negotiable.
Fee Estimator
Location
Tyler, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raymond is a managing attorney at R.W. Cozby III, PLLC, providing estate and trust services since 2016. This non-investment related activity takes about a quarter of his time.
Employment History
Current Registrations
Gibson Wealth Advisors, LLC
State Registrations1 state
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