Gilpin Wealth Management provides financial planning and investment management services. Financial planning covers areas like retirement, taxes, insurance, and college savings. Investment management involves creating customized portfolios based on client goals and risk tolerance. Gilpin may also recommend third-party investment advisors. They work with individuals, pension plans, charities, and corporations.
Assets Under Management$200M
Clients190
Advisors4
Avg. per Client$1M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
The annual management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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