Advisor at Gilbert Investment Management
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Firm
Gilbert Investment Management
Location
Brunswick, ME 04011
Credentials
Series 63, Series 65
Industry experience
20 years
Donald Gilbert is a financial advisor at Gilbert Investment Management in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Delta Global Asset Management and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment approach combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and both discretionary and non-discretionary account management.
$0 - $200,000: Higher percentage rate (exact rate not specified) $200,000+: 1.00% annually or less based on discretion
Account minimum: $200,000 total portfolio size Minimum fee: The firm may waive minimum fees or charge lesser fees at discretion; no specific minimum fee amount stated Fee-only: Firm is strictly fee-only, no commissions or other compensation accepted
14 Maine Street, Suite 109 B
Brunswick, ME 04011
Maine · Massachusetts
Gilbert Investment Management Inc.
2018 - Present (8 years)
Delta Global Asset Management
2007 - 2017 (10 years)
Delta Equity Services Corporation
2006 - 2017 (11 years)
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Capital Wealth Planning Services
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