Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
We maintain a separate eleemosynary fee schedule for applicable charitable accounts as follows: .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.
Fee Estimator
Gibson Capital charges an asset-based fee for ongoing investment advisory services, calculated quarterly based on the market value of assets under management. The basic fee schedule is 0.7% on the first $4,000,000 of assets, 0.5% on the next $4,000,000, 0.3% on the next $4,000,000, and 0.2% on the excess over $12,000,000. They also maintain a separate fee schedule for applicable charitable accounts: 0.7% on the first $4,000,000 of assets, 0.5% on the next $4,000,000, and 0.1% on the excess over $8,000,000. The minimum AUM requirement to establish a new relationship is $3 million, though they reserve the right to take certain clients who do not currently meet the AUM requirement. Fees for investment consulting services are negotiable and may be charged on a flat-fee or hourly basis.
Areas of Practice
Advisor Information
Office location
6600 Brooktree Court, Suite 2200, Wexford, PA, 15090
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