Gilbert Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,046,443
Total clients
54
11% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$241,601
About
The firm provides personalized, fee-only investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities and small businesses. It does not accept commissions or sell commissioned products and offers services such as investment management, tax planning, retirement planning and estate-planning coordination (with referrals to attorneys as needed).
Investment strategy is a core–satellite approach that uses passive index funds and ETFs as the portfolio core, supplemented by actively managed funds where the firm sees potential added value, and portfolios are globally diversified. The firm manages both discretionary and non-discretionary accounts, places trades under limited trading authorization when authorized, and delivers periodic portfolio and net worth statements (and, on request, related tax-preparation materials).
Noteworthy for a firm of its size, the adviser operates with two advisors across two offices while managing roughly $14.2 million for a small client roster, and it services municipal and trust clients and at times serves as trustee or investment advisor to related trusts. The firm also avoids custody and soft-dollar arrangements, declines proxy-voting authority, requires professional credentials and maintains a documented business-continuity and information-security program.
Client services
Expertise
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
Main office location
Gilbert Investment Management
20 Mckenna Ter
Boston MA 02132, United States
Number of offices
2
Most active in
Maine · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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