Gibraltar Capital Management, INC.
Assets Under Management
$840.6M
Number of Clients
394
Number of Advisors
17
Average Client AUM
$2.1M
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gibraltar Capital Management manages client investment portfolios and provides services including business consulting, financial and estate planning, bookkeeping, tax planning, banking and credit advice, insurance coordination, philanthropy support, and financial education. They tailor portfolios to individual needs using active management, total return, tax efficiency, long-term perspective, value style, and research.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Fees are based on the fair market value of assets held in the account and are collected quarterly. Fees are subject to negotiation. The firm also provides tax preparation, bookkeeping, and business consulting services through affiliates, with terms negotiated on a case-by-case basis. The firm may provide financial planning advice. A minimum total account value of $500,000 is generally required, but this is negotiable.
Areas of Practice
Location
7304 S. Yale Avenue, Tulsa, OK, 74136