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How does the advisor help clients – Key Takeaways:
GILBERT INVESTMENT MANAGEMENT strives to provide transparent and expert financial advice to its clients. The advisors at GILBERT INVESTMENT MANAGEMENT truly understand the importance of building personal relationships with clients and always put their best interests first.
Some key takeaways of GILBERT INVESTMENT MANAGEMENT’s services include:
- Expert financial advice
- Transparency
- Personalized approach
- Client-centered focus
Facts and Insights
GILBERT INVESTMENT MANAGEMENT has been in business for over 20 years and has a team of experienced advisors who are dedicated to helping clients achieve their financial goals. The firm currently manages assets of over $500 million.
The advisors at GILBERT INVESTMENT MANAGEMENT pride themselves on staying up-to-date with industry insights and trends in order to provide the best possible financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $500 million | 10+ | 20+ years |
Financial Services Offered
GILBERT INVESTMENT MANAGEMENT offers a wide range of financial services to meet their clients’ needs. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Insurance services
- Tax planning
- College planning
Client Types
GILBERT INVESTMENT MANAGEMENT works with a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
- Executives
Fees & Compensation
GILBERT INVESTMENT MANAGEMENT operates on a fee-based model, meaning that their fees are based on a percentage of the assets they manage for their clients. This allows the firm to align their interests with those of their clients, as their compensation is directly tied to the performance of their clients’ investments.
The specific fee structure may vary from client to client, depending on their individual needs and the services they require.
Background
GILBERT INVESTMENT MANAGEMENT was founded in 1999 and is headquartered in New York City. The firm was started by financial expert John Gilbert, who wanted to provide personalized and comprehensive financial advice to individuals and families.
Since its inception, GILBERT INVESTMENT MANAGEMENT has grown to become a highly reputable and respected firm in the financial industry, known for its transparent and client-focused approach.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. GILBERT INVESTMENT MANAGEMENT is committed to full transparency and has no disclosures to report at this time.
However, the firm’s advisors are always transparent about their compensation and any potential conflicts of interest, and always work in the best interest of their clients.