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Gibson Financial Solutions, Inc.

Updated today

Total assets under management

$124,927,944

Total clients

154

18% high-net worth

Total advisors

1

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

154

Average account size

$811,220

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Retainer fees offered based on complexity and assets under management, typically when asset management is not the primary service

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%

Project-based

$200 per hour for financial planning, consulting, and limited scope engagements

Other

Account minimum: $50,000 (implied minimum asset level for Investment Advisory services; however, minimum annual fee of $500 applies and minimum can be waived) Minimum fee: Minimum annual fee of $500 generally applies Fee-only: Fee-only financial planning and investment advisory services; no commissions or third-party fees accepted

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Gibson Financial Solutions, Inc.

67 Franklin Street

Ellsworth ME 04605, United States

Number of offices

1

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