John Glasman is a CFA, CFP-designated registered investment advisor at Gilpin Wealth Management LLC, based in Denver, CO, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $200M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
The annual management fee is negotiable.
Fee Estimator
Location
50 South Steele Street, Suite 501, Denver, CO, 80209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is a CPA with Gilpin Partners Inc., preparing tax returns for family and clients, taking minimal time. He also owns personal real estate investments through 1371 Hecla AB, LLC, which takes minimal time and is not investment related.
Employment History
Current Registrations
Gilpin Wealth Management LLC
Previous Registrations
Peak Asset Management, LLC
Wells Fargo Investments, LLC
State Registrations2 states
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