RS
ChFC
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
499 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$790.0M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$9,500
Financial Plan Fee:$2,500 - $10,000
Hourly Rate:Up to $300/hr
Wealth management fees range from 0.50% to 2.0% of assets under management, with a $9,500 minimum annual fee. A minimum of $1,000,000 in assets is required for this service. Financial planning fees range from $2,500 to $10,000, depending on the arrangement. Clients utilizing GCP's tax preparation services pay a slightly higher AUM fee but receive a tax stipend.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth
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Advisor Information
Office location
4582 S Ulster Street, Suite 1400, Denver, CO, 80237
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Gill Capital Partners
April 2019 - Present · 6 yrs 9 mos
Gill Capital Partners, LLC Broker
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
Cherry Street Partners
January 2016 - December 2019 · 3 yrs 11 mos
Apw Capital, INC.Broker
January 2014 - March 2019 · 5 yrs 2 mos
Financial Telesis INCBroker
November 2011 - November 2012 · 1 yr
Financial Telesis, INC.
November 2011 - November 2012 · 1 yr
Stancorp Investment Advisers, INC.
April 2004 - July 2011 · 7 yrs 3 mos
Stancorp Equities, INC.Broker
March 2004 - July 2011 · 7 yrs 4 mos
Ing Financial Advisers, LLCBroker
February 1999 - February 2004 · 5 yrs
American United Life Insurance CompanyBroker
March 1989 - January 1999 · 9 yrs 10 mos
Aul Equity Sales CORP. Broker
March 1989 - January 1999 · 9 yrs 10 mos
Carillon Investments, INC.Broker
October 1988 - April 1989 · 6 mos
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.