Gallacher Capital Management, LLC

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

About This Firm

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.

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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Location

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

10 Advisors at this firm

Gallacher Capital Management, Llc | AdvisorDiscover