GibCo Capital Advisors offers asset management services, financial planning, and retirement plan consulting. Financial planning covers areas like tax planning, asset allocation, risk management, retirement, budgeting, education, cash flow, charitable giving, and insurance analysis. Investment advice is tailored to individual client needs and goals. GibCo Capital Advisors also manages a wrap fee program.
Assets Under Management$87M
Clients289
Advisors2
Avg. per Client$300K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
GibCo Capital Advisors manages investments through a wrap fee program. The client receives portfolio management, investment advisory services, the execution of securities brokerage transactions, custody and reporting services for a single specified fee. The fees are negotiable.
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