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Gibson Monroe Wealth Advisors

Headquartered in OAKLAND, CA

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Firm Information

Gibson Monroe Wealth Advisors is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). The firm has 1 licensed agent and manages approximately $1.7 million in assets for 23 clients, primarily individuals. Gibson Monroe offers financial planning and portfolio management services.

Gibson Monroe Wealth Advisors

$1.70M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GIBSON MONROE WEALTH ADVISORS has a total of 1 branch locations across the country.
location

OAKLAND, CA

Advisors at Gibson Monroe Wealth Advisors

View All 1 Advisors
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Jason Shaundre Matthews

RA

OAKLAND, CA

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Disclosures

There are no public disclosures for Gibson Monroe Wealth Advisors.

Frequently Asked Questions (6)

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