Gibson Capital, LLC
Assets Under Management
$2.6B
Number of Clients
243
Number of Advisors
6
Average Client AUM
$10.8M
AUM per Advisor
$437.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gibson Capital, LLC offers investment advisory services based on strategic asset allocation to high net worth individuals, foundations, and retirement plans. As a fee-only firm, they design and implement customized portfolios with a focus on collaborative investment education and ongoing 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% |
Separate eleemosynary fee schedule for applicable charitable accounts.
Fee Estimator
Gibson Capital is a fee-only advisor. For ongoing investment advisory services, they charge an asset-based fee, 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 have a separate fee schedule for charitable accounts: 0.7% on the first $4,000,000, 0.5% on the next $4,000,000, and 0.1% on the excess over $8,000,000. They require a minimum AUM of $3,000,000 to establish a new relationship, but 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
Location
6600 Brooktree Court, Suite 2200, Wexford, PA, 15090