Gilbert Wealth offers ongoing comprehensive financial planning, investment management, and project-based financial planning. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management is available only to financial planning clients and involves creating and managing a portfolio based on the client's goals and risk tolerance.
Fee Structure
Investment management services are available only for clients participating in ongoing comprehensive financial planning. Gilbert Wealth charges an annual flat fee of $1,200. There is a minimum account size requirement of $65,000. If Gilbert Wealth utilizes a third-party money manager, their fees are separate.
