Donald Gilbert is a registered investment advisor at Gilbert Investment Management, based in Brunswick, ME, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 28 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be waived or reduced at the firm's discretion.
Fee Estimator
Location
14 Maine Street, Suite 109B, Brunswick, ME, 04011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Gilbert Investment Management
Previous Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Ccbt Brokerage Direct, INC.Broker
State Registrations2 states
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.