Gilmore Financial Services is an investment advisory firm founded in 2005 and led by Kevin R. Gilmore, located in San Mateo, California. The firm offers personalized investment management, financial planning, and hourly general consulting services to individuals, pension and profit-sharing plans, trusts, estates, charities, and small businesses. Gilmore Financial Services uses fundamental and technical analysis to design custom portfolios, and collaborates with an independent third-party account administrator for back-office fulfillment, reporting, and trade processing support. Clients can also receive customized fixed income portfolios managed by independent specialists. In addition to advisory services, principal Kevin R. Gilmore operates an affiliated tax and business consulting firm and a certified public accounting firm, though clients are under no obligation to use those separate services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable based on pre-existing relationships or account complexity. Total fees will not exceed 2% of assets under management. Fixed income managed accounts may incur an additional sponsor fee up to 0.15%.