Kevin M. Gibney and Company, LLC offers both discretionary and non-discretionary investment management services, as well as financial planning and consulting. Investment management involves ongoing advice based on your financial situation and goals. Financial planning includes estate, investment, cash flow, tax, retirement, and risk management. Gibney may recommend other professionals, but you are not obligated to use them.
Assets Under Management$300M
Clients104
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may vary based on several factors, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, type of services required, account composition, negotiations with client, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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