Advisor at High Pines Wealth Management LLC
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Firm
High Pines Wealth Management LLC
Location
Duxbury, MA 02332
Credentials
Series 63, Series 65
Industry experience
30 years
Jim Gibbons is a financial advisor at High Pines Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Strategic Advisers, Inc. and Fidelity Brokerage Services, Inc. He also spends time involved in non-variable insurance activities unrelated to investment management. High Pines Wealth Management offers comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach using a mix of mutual funds, ETFs, individual stocks, and bonds, managing approximately $159 million in client assets.
Based on High Pines Wealth Management LLC
0.50% to 1.25% annually (based on factors such as scope and complexity of services, asset level, and client relationship complexity)
Fee-only: Annual fees range from 0.50% to 1.25% of assets under management, paid quarterly in arrears.
40 Tremont Street, Suite 62
Duxbury, MA 02332
Massachusetts · Texas
High Pines Wealth Management LLC
2017 - Present (9 years)
Strategic Advisers, Inc.
2000 - 2017 (17 years)
Fidelity Brokerage Services, Inc.
1995 - 2017 (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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