KG

Kevin Ernest Gallacher

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$929K average
Assets Under Management
$487.8M

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$2,500 - $20,000

Investment advisory fees are based on a percentage of assets under management, with a maximum fee of 1.5% for IAS, 1.00% for GEM investment management services, and 0.50% for the GEM platform fee. An optional tax management overlay has a maximum fee of 0.15%. Financial planning fees range from $2,500 to $20,000, depending on the complexity of the plan. Accounts with alternative investments may incur an administrative fee. GCM may earn a fee from StoneCastle if clients participate in the CF Cash program.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

10465 Park Meadows Dr, #107, Lone Tree, CO, 80124

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Regulatory 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.

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Other Business Activities

Kevin is involved in several business activities, including Gallacher LLC (management & holding company), Gallacher Development LLC (construction development), Gallacher Equity Management LLC (investment management), and KSJ Realty LLC (real estate holding). He dedicates the majority of his time to Gallacher Capital Management LLC, with the remaining time split between the other ventures.

Employment History
Current Registrations
Gallacher Capital Management, LLC
January 1999 - Present · 27 yrs
State Registrations4 states
AZCOTXUT
Advisor
Exams
No exam information available for this advisor.
Kevin Ernest Gallacher - Financial Advisor | AdvisorDiscover