Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
4582 S. Ulster St., Suite 1400, Denver, CO, 80237
Get directionsRegulatory History
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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David is the president of Wolf Asset Management Corp, providing family office and consulting services, taking about three-quarters of his time. He also holds positions as general partner, treasurer, and trustee in various family-related entities, dedicating minimal time to each.