Assets Under Management
$1.4B
Number of Clients
807
Number of Advisors
13
Average Client AUM
$1.7M
AUM per Advisor
$107.4M
Compensation
Fee-Only (AUM)
Godsey & Gibb Wealth Management provides individual portfolio management based on client objectives, financial planning services under two models (Wealth Accumulation & Wealth Preservation), and tax preparation services. They also offer financial education via newsletters and presentations.
| 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