Gibson Wealth Advisors offers financial planning and investment management services. As a fee-only firm, Gibson Wealth Advisors is only compensated by clients. Services include wealth management, which combines investment management and financial planning, and financial planning services covering areas like retirement, taxes, and estate planning. Gibson Wealth Advisors also provides advice on held-away accounts like 401(k)s. Investment management is discretionary, meaning Gibson Wealth Advisors can make trades without asking you first.
Assets Under Management$190M
Clients193
Advisors4
Avg. per Client$960K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum account balance of $500,000 generally required. Minimum annual fee is $7,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...