Guilbault Capital offers investment management, selection of other advisors, and financial planning to individuals, high net worth individuals, pension and profit-sharing plans, and businesses. Guilbault Capital works with clients to determine their investment objectives and risk profile and develops and executes a customized investment plan based on their individual needs and goals.
Assets Under Management$320M
Clients148
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee rate for new clients. Fees are based on cumulative household assets under management. Fees may be negotiable for certain clients or specific client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...