Gill Capital Partners
Assets Under Management
$790.0M
Number of Clients
499
Number of Advisors
12
Average Client AUM
$1.6M
AUM per Advisor
$65.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Gill Capital Partners provides investment supervisory services, comprehensive financial planning, tax planning, and management of held-away accounts. They offer EncompassSM, a wholistic approach to managing clients’ wealth. They also provide institutional services and fund advisory services.
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
Location
4582 S. Ulster St., Suite 1400, Denver, CO, 80237