| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum account size of $500,000 and annual fee of $5,000 are negotiable.
6806 Paragon Pl, Ste 230, Richmond, VA, 23230
Get directionsNo 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 →The provided text describes Godsey & Gibb Wealth Management's services, including investment management, financial planning, and tax preparation. There is no information about Zachary's outside business activities or insurance sales.