BC
CFA · CFP

Blake Wilson Curle

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
243 clients
Average Client Portfolio
$10.8M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$3M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $4.0M0.70%
$4.0M - $8.0M0.50%
$8.0M - $12.0M0.30%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$5,000

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
Investment ManagementRetirement PlanningHigh Net WorthCharitable Giving
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Advisor Information

Office location

6600 Brooktree Court, Suite 2200, Wexford, PA, 15090

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gibson Capital, LLC
May 2019 - Present · 6 yrs 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.