Gilbert & Cook provides financial planning and consulting, retirement plan consulting for employers, and investment advisory services. Financial planning covers retirement, insurance, education, estate, and tax strategies. Investment advice is tailored to individual client needs. Gilbert & Cook uses both active and passive investment strategies. The firm may recommend insurance products through DPL Financial Partners, LLC, but clients are not obligated to use this service.
Fee Structure
Gilbert & Cook offers investment advisory services tailored to each client's financial situation and goals. They determine an appropriate asset allocation based on the client's objectives, risk tolerance, and time horizon. Investment advisory services are most commonly provided alongside financial planning services. For specific investment management fees, please see the Wrap Fee Platform Brochure.