Assets Under Management
$840.6M
Number of Clients
394
Number of Advisors
17
Average Client AUM
$2.1M
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gibraltar Capital Management is a wealth management firm managing client investment portfolios on a discretionary basis. They also provide privately-held business consulting, financial and estate planning, bookkeeping, tax planning, banking and credit advice, insurance coordination, philanthropy support, and financial education. They tailor portfolios to individual needs with active management, total return, tax efficiency, and a long-term value style.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are subject to negotiation in certain circumstances.
7304 S. Yale Avenue, Tulsa, OK, 74136