Gibraltar Capital Management manages client investment portfolios on a discretionary basis using a value-oriented, active, and long-term investment strategy. The firm tailors portfolios to individual goals while focusing on tax efficiency, fundamental research, and minimizing turnover. Beyond investment management, Gibraltar Capital Management offers financial and estate planning, tax planning and preparation, business consulting, bookkeeping and accounting, banking and credit advice, insurance coordination, and charitable support. The firm also acts as investment adviser to several private real estate and alternative investment funds. Gibraltar Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, foundations, charities, and private investment funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 for amounts over $25,000,000 are negotiable. Fees are negotiable based on aggregate related party portfolio size, family holdings, low-cost basis securities, or pre-existing relationships.