Assets Under Management
$487.8M
Number of Clients
525
Number of Advisors
10
Average Client AUM
$929K
AUM per Advisor
$48.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gallacher Capital Management (GCM) offers integrated investment advisory services including wealth management, investment management, financial planning, and consulting. They also provide access to GEM Investment Management Service, a separate investment platform of proprietary strategies. GCM may recommend investments in affiliated and unaffiliated private investment funds.
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.
10465 Park Meadows Dr, #107, Lone Tree, CO, 80124