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Kevin Gallacher

27 Years of Experience
Lone Tree, CO

Kevin Gallacher is a registered investment advisor at Gallacher Capital Management, LLC, based in Lone Tree, CO, with 27 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 516 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
516 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$539.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee is 1.5% for standard investment advisory services and 1.00% for proprietary investment strategies. Fees are negotiable and may be paid in advance or in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin is involved in several business activities, including Gallacher LLC (management & holding company), Gallacher Development LLC (construction development), Gallacher Equity Management LLC (investment management), and KSJ Realty LLC (real estate holding). He dedicates the majority of his time to Gallacher Capital Management LLC, with the remaining time split between the other ventures.

Employment History
Current Registrations
Gallacher Capital Management, LLC
January 1999 - Present · 27 yrs 9 mos
State Registrations4 states
AZCOTXUT
Advisor

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.

Exams
No exam information available for this advisor.
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