Gilbert Private Wealth provides portfolio management and financial planning services to individuals and business entities. Gilbert Private Wealth offers both discretionary and non-discretionary investment management, building custom portfolios based on each client's goals, time horizon, and risk tolerance using fundamental analysis and Modern Portfolio Theory. As part of portfolio management, financial planning is included at no additional cost, covering topics such as wills, estate plans, trusts, taxes, retirement income, Social Security, and college planning. Gilbert Private Wealth does not require an account minimum to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on factors such as historical relationships, asset types, and portfolio size. Financial planning is included at no additional cost.