Godsey & Gibb Wealth Management
Assets Under Management
$1.4B
Number of Clients
807
Number of Advisors
13
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$107.4M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Godsey & Gibb Wealth Management (GGWM) provides investment management based on your individual needs and goals. GGWM also offers financial planning services under two models: Wealth Preservation & Distribution for those near or in retirement, and Wealth Accumulation for those in earlier stages of financial growth. GGWM also offers tax preparation services.
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum account size of $500,000, annual fee of $5,000, and fee schedule are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Retirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingTax PlanningHigh Net Worth
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Location
6806 Paragon Pl, Ste 230, Richmond, VA, 23230