Paul Lambert is a registered investment advisor at Gill Capital Partners, based in Denver, CO, with 44 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 499 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Schedule applies to clients utilizing GCP's tax preparation services. Clients not utilizing GCP's tax preparation services pay slightly lower fees. Fees are negotiable.
Fee Estimator
Location
4582 S Ulster Street, Suite 1400, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul is the president of Paul Lambert, Inc., providing financial and retirement planning, employee benefits, executive compensation, business consulting, and portfolio management, dedicating about half his time. He is also a member/passive investor in W Street, LLC and manager of Winyawina, LLC, spending minimal time on each.
Employment History
Current Registrations
Gill Capital Partners
Gill Capital Partners, LLCBroker
Previous Registrations
Apw Capital, INC.Broker
United Securities Alliance, INC.Broker
Walnut Street Securities, INC.Broker
Walnut Street Advisers INC
Cherry Street Partners
Walnut Street Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.