Jonathan Grebosky is a CFA, CFP-designated registered investment advisor at Gibson Capital, LLC, based in Wexford, PA. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 243 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.70% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $12.0M | 0.30% |
| $12M+ | 0.20% |
Separate fee schedule for charitable accounts: .7% on the first $4,000,000 of assets, .5% on the next $4,000,000 of assets, .1% on the excess over $8,000,000 of assets. We have a minimum AUM requirement of $3 Million to establish a new relationship. While the above fee schedule is not negotiable, we reserve the right to take certain clients who do not currently meet the AUM requirement.
Fee Estimator
Location
6600 Brooktree Court, Suite 2200, Wexford, PA, 15090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gibson Capital, LLC
State Registrations1 state
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