William Miller is a registered investment advisor at Gibraltar Wealth Management, LLC, based in Abington, PA, with 39 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 90 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gibraltar Wealth Management provides investment and wealth management services for an annual fee based on a percentage of the market value of your investments, a fixed fee, or a combination of both. The annual fee varies between 0.25% and 1.50%, depending on the value of the assets and the services provided. Clients may also pay a fixed fee ranging from $1,200 to $60,000 annually, based on the complexity of the services. Gibraltar also offers an interactive investment service with fees ranging from 0.40% to 0.75% annually.
Location
1117 Old York Road, Abington, PA, 19001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an Investment Advisor Representative (IAR) with KRPG Advisors, LLC, providing ERISA 3(21) and 3(38) investment advisory services. This investment-related activity takes about half of William's time.
Employment History
Current Registrations
Gibraltar Wealth Management, LLC
Previous Registrations
Krpg Advisors, LLC
H. Beck, INC.Broker
H. Beck, INC.
Brinker Capital INC
Brinker Capital Securities, INC.Broker
Foreside Fund Services, LLCBroker
Nationwide Securities, INC.Broker
Nationwide Fund Distributors LLCBroker
Nationwide Advisory Services, INC.Broker
Putnam Mutual Funds CORP.Broker
Delaware Distributors, L.P.Broker
Janney Montgomery Scott INC.Broker
Rutherford, Brown & Catherwood, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Collings Legg Mason, INC.Broker
State Registrations1 state
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