Gibson Financial Solutions, L.L.C. (Ellsworth)

Gibson Financial Solutions, L.L.C provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gibson Financial Solutions, L.L.C: assets under management

The assets under management (AUM) of Gibson Financial Solutions, L.L.C. is $56.75 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.89 million in discretionary accounts and $5.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $130.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gibson Financial Solutions, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ellsworth

The principal office where Gibson Financial Solutions, L.L.C. performs its advisory services is located at 67 Franklin Street, Ellsworth, ME 04605 The mailing address of the firm is Po Box 1093, Ellsworth, ME 04605. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 207-667-9993 or by fax 207-667-9999. The normal business hours are 9am to 5pm on Other. You can find more information about the New York firm at www.gibsonfinancialsolutions.com.

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