David Wolf is a registered investment advisor at Gill Capital Partners, based in Denver, CO, with 12 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 481 clients with $860M 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 $1.0M | 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% |
Rates shown are for clients utilizing tax preparation services. Clients not utilizing tax preparation services receive a 0.05% discount across all tiers. Fees and account minimums 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.
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David is the president of Wolf Asset Management Corp, providing family office and consulting services, taking about three-quarters of his time. He also holds positions as general partner, treasurer, and trustee in various family-related entities, dedicating minimal time to each.
Employment History
Current Registrations
Gill Capital Partners
Previous Registrations
Synergy Wealth Advisors
State Registrations1 state
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Exams
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