Jill Ditter is a CFP-designated registered investment advisor at Gallacher Capital Management, LLC, based in Palm Desert, CA, with 21 years of industry experience. Jill 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
72960 Fred Waring Dr. Suite 1, Palm Desert, CA, 92260
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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 →Other Business Activities
Jill prepares year-end tax returns for her husband's carpet and upholstery cleaning business, J & W Carpet & Upholstery Cleaners, dedicating minimal time to it. She also operates under the DBA JD Wealth Management, LLC, and spends the majority of her time as a registered investment advisor with Gallacher Capital Management, LLC, providing financial planning and fee-based advice.
Employment History
Current Registrations
Gallacher Capital Management, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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
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