Gilbert Financial manages customized investment portfolios based on client objectives and goals. They use an asset allocation model tailored to individual needs and investment horizons. Gilbert Financial primarily uses dividend-paying stocks, short-term corporate bonds, municipal securities, mutual funds, and exchange-traded funds (ETFs) to build diversified portfolios.
Assets Under Management$110M
Clients152
Advisors1
Avg. per Client$720K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee schedule may be negotiable. Bond portfolios are charged 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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