Steven Gilbert is a CFP-designated registered investment advisor at Gilbert Wealth, based in Fort Wayne, IN, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 23 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services at Gilbert Wealth are only available to clients participating in ongoing comprehensive financial planning. The firm charges an annual flat fee of $1,200 for investment management, which is negotiable and paid in advance on a monthly or quarterly basis.
Contact
Steven Gilbert
Location
Fort Wayne, IN
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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 Wealth
Previous Registrations
Cx Institutional, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.
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