Gibbs Wealth Management Firm Brochure - ADV Part 2A
This disclosure brochure provides critical information about the qualifications and business practices of Gibbs Wealth Management, LLC. It's essential for clients looking to understand their investment adviser. Familiarizing yourself with this brochure will help you make informed decisions.
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How do I fill this out?
To fill out this form, start by gathering your personal and financial information. Ensure you have a clear understanding of your investment goals and the types of services you seek. Follow the outlined sections carefully to provide accurate and relevant details.
How to fill out the Gibbs Wealth Management Firm Brochure - ADV Part 2A?
1
Gather necessary personal and financial information.
2
Understand your investment goals and the services you require.
3
Follow each section of the form closely.
4
Double-check your information for accuracy.
5
Submit the form as instructed.
Who needs the Gibbs Wealth Management Firm Brochure - ADV Part 2A?
1
Investors seeking professional financial advice.
2
Individuals preparing to hire a registered investment adviser.
3
Clients reviewing their adviser's qualifications and practices.
4
Financial professionals needing to comply with SEC regulations.
5
Regulatory bodies requiring documentation of advisory practices.
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What are the instructions for submitting this form?
To submit this form, please contact Gibbs Wealth Management, LLC at their office address: 3980 Old Milton Parkway, Alpharetta, GA 30005. You can also reach us via fax at 404-475-3059 or call us at 678-694-8770 for any inquiries. For online submissions, please download the form, fill it out, and email us at the provided contact address.
What are the important dates for this form in 2024 and 2025?
For the year 2024, the important dates regarding this brochure include the deadline for material changes, which is within 120 days of the fiscal year-end. For 2025, similar timelines will apply as established annually. Make sure to stay updated on any changes.
What is the purpose of this form?
The purpose of this form is to provide potential clients and existing customers with essential information regarding the services and practices of Gibbs Wealth Management, LLC. This transparency ensures that clients can make informed decisions about hiring or retaining their investment adviser. It is a regulatory requirement aimed at protecting investors through clear disclosures.
Tell me about this form and its components and fields line-by-line.
- 1. Cover Page: Introduction to the firm and overview of the brochure.
- 2. Material Changes: Updates since the last filing and any significant changes.
- 3. Advisory Business: Outline of services provided to clients.
- 4. Fees and Compensation: Details regarding the fees charged for advisory services.
- 5. Performance-Based Fees: Information about any performance-related compensation the adviser may receive.
- 6. Types of Clients: Description of clients who typically utilize the firm’s services.
- 7. Methods of Analysis: Investment strategies employed by the firm, including risk assessments.
- 8. Disciplinary Information: Disclosure of any past legal or regulatory issues involving the firm.
- 9. Code of Ethics: Statement regarding the ethical standards followed by the adviser.
What happens if I fail to submit this form?
If you fail to submit this form, you may miss out on essential information about your adviser’s qualifications and business practices. This could result in uninformed decisions regarding your financial investments. It is crucial to ensure timely submission to understand the obligations and capabilities of your investment adviser.
- Lack of Understanding: You may not be aware of the adviser’s qualifications and fees.
- Regulatory Issues: Failure to submit could lead to compliance issues with regulatory authorities.
- Investment Risks: You might expose yourself to unnecessary financial risks.
How do I know when to use this form?
- 1. Hiring an Adviser: Use this form to assess qualifications before hiring.
- 2. Annual Reviews: Reference this form during yearly assessments of adviser performance.
- 3. Compliance Checks: Utilize this document during regulatory compliance reviews.
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