Gilbert Investment Management offers investment management and advice through consultations. They work with individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, municipalities and small businesses. Gilbert Investment Management is a fee-only firm and does not sell commissioned products or accept commissions. They can place trades for clients with or without further consultation, and clients always maintain asset control.
Assets Under Management$14M
Clients28
Advisors2
Avg. per Client$510K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be waived or reduced at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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