Amy Gilbert is a registered investment advisor at RBC Securities, INC., based in Los Angeles, CA, with 29 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,451 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Securities offers a wrap fee program where you pay a single bundled fee that covers portfolio management, transaction costs, and custodial services. The fee is based on the market value of your account.
For Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies:
- 1.25% annually on the first $1,000,000
- 1.00% annually on assets over $1,000,000
For Diversified Fixed Income and Conservative Growth & Income strategies:
- 0.80% annually on the first $1,000,000
- 0.65% annually on assets over $1,000,000
There is a $500 minimum annual fee. These fees are negotiable in certain circumstances.
Location
555 South Flower Street, 11th Floor, Los Angeles, CA, 90071
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business Activities
Amy is a landlord for a rental property in Chandler, AZ, since 2019. Her daughter and two girlfriends live in the house and pay rent, and Amy and her husband handle renovations and major maintenance, dedicating about 10-20% of her time.
Employment History
Current Registrations
RBC Securities, INCBroker
RBC Securities, INC.
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Personal Trust Company, Fsb
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.