Gibraltar Wealth Management offers financial counseling, investment management, and wealth management services. These services are tailored to help clients accumulate and preserve wealth. Gibraltar provides continuous investment advice on a discretionary or non-discretionary basis. They may recommend independent investment managers to clients. Gibraltar also offers a Relative Strength Advisory Service, providing advice on mutual funds or exchange-traded funds within a client's 401(k) or retirement plan.
Fee Structure
Gibraltar Wealth Management provides investment and wealth management services for an annual fee based on a percentage of the market value of your investments, a fixed fee, or a combination of both. The annual fee varies between 0.25% and 1.50%, depending on the value of the assets and the services provided. Clients may also pay a fixed fee ranging from $1,200 to $60,000 annually, based on the complexity of the services. Gibraltar also offers an interactive investment service with fees ranging from 0.40% to 0.75% annually.