Assets Under Management
$2.6B
Number of Clients
243
Number of Advisors
6
Average Client AUM
$10.8M
AUM per Advisor
$437.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gibson Capital, a fee-only firm founded in 1989, offers investment advisory services based on strategic asset allocation. They design customized portfolios for high net worth individuals, foundations, and retirement plans, focusing on a collaborative investment education and decision-making process. They do not use model portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 0.70% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $12.0M | 0.30% |
| $12M+ | 0.20% |
Fee schedule is not negotiable, but they reserve the right to take certain clients who do not currently meet the AUM requirement. Family relationships may be aggregated for billing purposes.
6600 Brooktree Court, Suite 2200, Wexford, PA, 15090