Gibson Capital offers investment advice based on a strategic asset allocation approach. They work with high net worth individuals, foundations, and retirement plans, designing customized portfolios without proprietary products. Services include reviewing financial situations, investment education, portfolio development, ongoing management, performance reporting, and coordination with other advisors. Gibson involves clients in the investment decision-making process, documenting the strategy in an Investment Policy Statement.
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.