C.J. Gilbert Financial provides investment management services to individuals, high-net worth individuals, trusts, and individual retirement plans. C.J. Gilbert Financial uses independent investment managers to manage client assets. C.J. Gilbert Financial helps clients determine their investment objectives and risk tolerance to implement a proper investment strategy.
Assets Under Management$27M
Clients20
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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