A. Gile & Co. is an independent financial advisory firm that manages investment portfolios and offers financial planning. They use value investing and a rules-based strategy to adapt client portfolios to changing economic and market conditions. They primarily recommend individual stocks and bonds, but may also advise on other investments. A. Gile & Co. aims to provide personalized service and advice based on academic research.
Assets Under Management$22M
Clients139
Advisors1
Avg. per Client$160K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fee is negotiable, and an annual flat fee is available depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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