Overview
- Headquarters
- Honeoye Falls, NY
- Total Firm Assets
- $110 million
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
Fee Disclosure
Source: GILBERT FINANCIAL, LLC ADV PART 2 FIRM BROCHURE (2026-07-01) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,500 | 1.05% |
| $10 million | $102,500 | 1.02% |
| $50 million | $502,500 | 1.00% |
| $100 million | $1,002,500 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 77.59%
- Number of High-Net-Worth Clients
- 84
- Total Client Accounts
- 152
- Discretionary Accounts
- 95
- Non-Discretionary Accounts
- 57
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 130337
- GILBERT FINANCIAL, LLC ADV PART 2 FIRM BROCHURE (2026-07-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗