James O'brien is a CFP-designated registered investment advisor at Gill Capital Partners, based in Denver, CO, with 37 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 St., Suite 1400, Denver, CO, 80237
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Regulatory History
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
Gill Capital Partners, LLCBroker
Previous Registrations
O'brien Capital Management, INC.
Charles Schwab & CO., INC.Broker
Nylife Securities INC.Broker
Richfield Securities, INC.Broker
Tri-Bradley InvestmentsBroker
K.A. Knapp & CO., INC.Broker
State Registrations6 states
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