Sonya Gillis
Sonya Gillis is a registered investment advisor at Gainline Financial Partners, LLC, based in Louisville, CO, with 24 years of industry experience. Sonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 875 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gainline Financial charges an annual fee based on the value of your portfolio. The fee can be a fixed percentage, tiered based on asset levels, or a linear fee schedule. The annual fee ranges up to 1.5%. Fees are charged monthly, based on the value of your portfolio at the end of each month. A minimum annual fee may apply.
Location
917 Front Street, Suite 160, Louisville, CO, 80027
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2011Other Business Activities
Sonya is a foster coordinator for Lifeline Puppy Rescue, facilitating fostering, adoption, and training of dogs. This non-investment related activity takes about 10-20% of Sonya's time.
Employment History
Current Registrations
Gainline Financial Partners, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Bcg Securities, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.