DG
CFP
DG
CFP

David Robert Gilbert

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,110 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$13.2B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.55%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.45%
$100M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

11130 Sunrise Valley Drive, Suite 200, Reston, VA, 20191

Get directions

History

Regulatory History
Clean regulatory record

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
Mason Investment Advisory Services INC
January 2002 - Present · 24 yrs 1 mo
Previous Registrations
Mason Securities, INC.Broker
January 2002 - November 2025 · 23 yrs 10 mos
State Registrations3 states
CATXVA
Advisor
Exams
No exam information available for this advisor.