Christian Gilbert
Christian Gilbert is a CFP-designated registered investment advisor at Mccarthy Wealth & Tax Advisors, based in Springboro, OH, with 18 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 272 clients with $200M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Legacy clients may be subject to a different fee schedule. Advisory fees charged by the investment managers on the FMAX platform are separate and apart from McCarthy Wealth & Tax Advisors' advisory fees.
Fee Estimator
Location
115 South Main Street, Springboro, OH, 45066
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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 →Other Business Activities
Christian works as an office assistant for McCarthy Tax Services, LLC, assisting with filing, tax preparation, and administrative tasks. This takes about half of his time.
Employment History
Current Registrations
Mccarthy Wealth & Tax Advisors
State Registrations1 state
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