Amy B Gilbert

City National Securities, INC.

28 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

City National Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

108 advisors

Number of Clients

1,638 clients

Average Client Portfolio

$972K average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	0.01%
$1M+	0.01%

Fees are negotiable in certain circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$500

Location

7878 North 16th Street, Phoenix, AZ, 85020

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2005

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Amy is a landlord for a rental property in Chandler, AZ, since 2019. Her daughter and two girlfriends live in the house and pay rent, and Amy and her husband handle renovations and major maintenance, dedicating about 10-20% of her time.