Gibraltar Wealth Management Fees & Minimum

Overview

Headquarters: Abington, PA
Total Firm Assets: $213 million
Average High-Net-Worth Client Portfolio Size: $3.6 million

Fee Disclosure

Source: GIBRALTAR WEALTH MANAGEMENT FORM ADV PART 2A (2026-10-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	0.25% – 1.50%

Stated Minimum Annual Fee: $1,200

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$75,000	1.50%
$10 million	$150,000	1.50%
$50 million	$750,000	1.50%
$100 million	$1,500,000	1.50%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 86.49%
Number of High-Net-Worth Clients: 51
Total Client Accounts: 241
Discretionary Accounts: 76
Non-Discretionary Accounts: 165

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 124128

GIBRALTAR WEALTH MANAGEMENT FORM ADV PART 2A (2026-10-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Gibraltar Wealth Management, LLC disclose?

Is Gibraltar Wealth Management, LLC a fiduciary?

Where is Gibraltar Wealth Management, LLC located?

How many clients does Gibraltar Wealth Management, LLC have?

What services does Gibraltar Wealth Management, LLC offer?

How much does Gibraltar Wealth Management, LLC manage?

What types of clients does Gibraltar Wealth Management, LLC serve?

Gibraltar Wealth Management, LLC