Advisor at JMF Capstone Wealth Management
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Firm
JMF Capstone Wealth Management
Location
Tuscaloosa, AL 35401
Credentials
CFP®
Industry experience
3 years
Richard Gibson is a CFP® professional with three years of experience at JMF Capstone Wealth Management and a longstanding career since 1978 at JamisonMoneyFarmer, PC. He serves as an outside director and audit committee chair for Robertson Banking Company. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, and businesses with discretionary investment management and financial planning, emphasizing diversified, long-term portfolios primarily using passively managed funds and independent managers. The firm is affiliated with Jamison Money Farmer PC, coordinating advisory and pension consulting services to provide integrated support.
Based on JMF Capstone Wealth Management
Based on JMF Capstone Wealth Management
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%
Minimum fee: $5,000 minimum annual fee Fee-only: Investment management fees as described; no commissions
2200 Jack Warner Parkway, Ne, Suite 300
Tuscaloosa, AL 35401
Alabama
JMF Capstone Wealth Management
2023 - Present (3 years)
JamisonMoneyFarmer, PC
1978 - Present (48 years)
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Accountant / CPA / tax prep
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Other specialized services
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Insurance agent
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Broker-dealer / trader
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Bank
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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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
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