Gilbert Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,196,639
Total clients
28
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
14
Average account size
$507,023
Client services
Fee options
$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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Gilbert Investment Management
20 Mckenna Ter
Boston MA 02132, United States
Number of offices
2
Forms ADV
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