Gimbal Financial provides investment management through a wrap fee program for individuals and 401(k) plans. They determine financial goals through discussions and questionnaires, then manage accounts using various investments like stocks, bonds, ETFs, and mutual funds. Gimbal also offers retirement plan consulting services to plan sponsors, assisting with investment policy, service provider liaison, investment monitoring, and participant education. They also offer consulting services to brokerage customers of Mutual Securities, Inc.
Assets Under Management$290M
Clients388
Advisors6
Avg. per Client$750K
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees can be negotiated between Gimbal and the client for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...