Kevin M. Gibney And Company, LLC

Kevin M. Gibney and Company, LLC, operating as Gibney & Co, is a New Jersey-based financial advisor firm established in September 2009. The firm offers discretionary and non-discretionary investment management services, financial planning, and consulting. For discretionary services, clients complete a profile questionnaire to determine investment objectives, with fees typically at 1.00% of assets under management. Non-discretionary services involve directing or recommending asset allocations. Financial planning fees range from $2,500 to $250,000. The firm may receive compensation from insurance product sales, with potential conflicts of interest disclosed. Clients have the option to purchase recommended products through other brokers. Gibney does not have performance-based fees and does not vote client proxies. The firm's assets under management total $289,773,257 for discretionary and $6,536,949 for non-discretionary services. Gibney emphasizes a fiduciary duty and maintains a Code of Ethics. Clients have the option to set limitations on Gibney's discretionary authority. The firm does not foresee financial conditions impairing its ability to meet client commitments. For more details, visit www.gibneywealth.com.