Dirk Gilliard
Dirk Gilliard is a registered investment advisor at Focus Partners Wealth, LLC, based in Menlo Park, CA, with 26 years of industry experience. Dirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
1550 El Camino Real, Suite 100, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2021Criminal
January 1989Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Dan Goldie Financial Services LLC
Partnervest Advisory Services LLC
Emeritus Investment Management, INC.
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.
Exams
More Advisors
- Daniel Goldie, CFA, CFPFocus Partners Wealth, LLC
- Isabelle Araujo, CFAFocus Partners Wealth, LLC
- James Hering, CFAFocus Partners Wealth, LLC
- Nicholas Casaccia, CFPFocus Partners Wealth, LLC
- Allison Kollar, CFPFocus Partners Wealth, LLC
- David Murdock, CFPFocus Partners Wealth, LLC