Overview
- Headquarters
- Palm Beach Gardens, FL
- Total Firm Assets
- $5.7 billion
- Average High-Net-Worth Client Portfolio Size
- $1.7 million
Recent Rankings
Fee Disclosure
Source: GLADSTONE FORM ADV PART 2A, FIRM BROCHURE (2026-09-24)
· View brochure text
Latest filing: GLADSTONE WRAP BROCHURE (2026-09-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 66.55%
- Number of High-Net-Worth Clients
- 2,213
- Total Client Accounts
- 18,794
- Discretionary Accounts
- 18,685
- Non-Discretionary Accounts
- 109
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 250787
- GLADSTONE FORM ADV PART 2A, FIRM BROCHURE (2026-09-24) (fee schedule source) · View brochure text
- GLADSTONE WRAP BROCHURE (2026-09-24) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗