Godsey & Gibb Wealth Management offers ongoing individual portfolio management, financial planning, and tax preparation services. Portfolio management is tailored to each client's specific objectives, time horizon, risk tolerance, and liquidity needs, focusing primarily on fixed income securities, equities, and exchange-traded funds. For financial planning, Godsey & Gibb Wealth Management operates under two models: the Wealth Preservation & Distribution model for retirees, and the Wealth Accumulation model (operating under the name Planned Ahead by Godsey & Gibb Wealth Management) for individuals navigating early-to-mid career financial growth. Additionally, an in-house team of Certified Public Accountants provides comprehensive tax planning and preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Account minimum, annual fee, and fee schedule are negotiable.