TS
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, LLC Broker
March 2019 - Present · 6 yrs 10 mos
Gill Capital Partners
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cherry Street Partners
January 2016 - December 2019 · 3 yrs 11 mos
Apw Capital, INC.Broker
October 2014 - March 2019 · 4 yrs 5 mos
Curian Capital, LLC
December 2013 - October 2014 · 10 mos
Curian Clearing, LLCBroker
December 2013 - October 2014 · 10 mos
Citigroup Global Markets INC.
November 2007 - November 2013 · 6 yrs
Citigroup Global Markets INC. Broker
November 2007 - November 2013 · 6 yrs
Capwest Securities, INC.
January 2007 - November 2007 · 10 mos
Capwest Securities, INC.Broker
January 2007 - November 2007 · 10 mos
Alexander Capital Management Group, LLC
August 2006 - February 2007 · 6 mos
Wells Fargo Investments, LLC
May 2002 - June 2006 · 4 yrs 1 mo
Wells Fargo Investments, LLCBroker
April 2002 - June 2006 · 4 yrs 2 mos
Northwestern Mutual Investment Services, LLC Broker
January 2002 - March 2002 · 2 mos
Morgan Stanley Dw INC.Broker
December 1999 - November 2001 · 1 yr 11 mos
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.