Gilbert Rich & Associates (GBR) provides investment management services to individuals, trusts, estates, and business entities. GBR manages accounts separately based on each client’s individual needs. Clients can place reasonable restrictions on their portfolio. Clients should notify GBR of any changes to their financial situation. GBR does not provide financial planning for an additional fee.
Assets Under Management$42M
Clients42
AdvisorsN/A
Avg. per Client$990K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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