Gibraltar Capital Management is a wealth management firm that manages investment portfolios and provides financial and estate planning, bookkeeping and accounting services, tax planning and preparation assistance, banking and credit advice, insurance coordination and evaluation, philanthropy, foundation, and charitable support, financial education for younger family members of clients, and consulting on the investment allocation in employer-sponsored retirement plans. Gibraltar tailors investment portfolios to individual client needs.
Assets Under Management$840M
Clients394
Advisors18
Avg. per Client$2.1M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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