JW
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
600 S. Cherry St., Ste. 800, Denver, CO, 80246
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
January 2004 - Present · 22 yrs
Gill Capital Partners, LLC Broker
April 2003 - Present · 22 yrs 9 mos
Previous Registrations
O'brien Capital Management, INC.
October 2002 - December 2005 · 3 yrs 2 mos
Charles Schwab & Co., INC. Broker
August 1998 - September 2002 · 4 yrs 1 mo
State Registrations9 states
AZCACOFLIAMNOHTXWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.