Gibbs Wealth Management provides discretionary investment management services to individuals, families, and other clients. The firm primarily operates through an advisor-directed model management program, utilizing third-party platforms like Orion Portfolio Solutions and Orion OCIO to construct, maintain, and implement model portfolios rather than directly selecting individual securities. Gibbs evaluates each client's financial situation, goals, and risk tolerance to recommend an appropriate third-party model portfolio. In limited circumstances, Gibbs may also recommend ZEGA Investments to manage options-based strategies for clients holding concentrated positions who want to hedge risk or generate income through covered calls. The firm does not offer standalone financial planning services as a separate product, focusing instead on investment management and relationship oversight.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Advisory fees are charged as a percentage of assets under management and disclosed in the client agreement. Total fees including platform and strategist fees will not exceed 3% per year. Fees are negotiable based on account size, services requested, and householding.