Gibson Financial Solutions (GFS) offers personalized financial planning and investment management. Financial planning includes retirement, tax, and estate planning. Investment management is provided for clients who want professional portfolio management. GFS does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$120M
Clients154
Advisors1
Avg. per Client$810K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable based on totality of services, complexity, and time. Current client relationships may exist where the fees are lower than the fee schedule noted above or may be based on a retainer rather than assets under management, especially if asset management is not the most significant part of the relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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