Donna Woytek is a registered investment advisor at Gibraltar Wealth Management, LLC, based in Horsham, PA, with 33 years of industry experience. Donna 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
200 Gibraltar Road, Suite 325, Horsham, PA, 19044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donna works full-time as an advisor/office manager for Gibraltar Wealth Management, a registered investment advisor. She dedicates at least 40 hours per week to this position.
Employment History
Current Registrations
Gibraltar Wealth Management, LLC
Previous Registrations
Trident Advisors INC
Cresap, INC.Broker
Rutherford, Brown & Catherwood, INC.Broker
State Registrations1 state
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