Austin Gilbert is a registered investment advisor at Gilbert Financial, LLC, based in Honeoye Falls, NY, with 11 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 152 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee schedule may be negotiable. Bond portfolios are charged 0.75%.
Fee Estimator
Location
Honeoye Falls, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gilbert Financial, LLC
State Registrations1 state
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