Traci Sarmiento is a registered investment advisor at Gill Capital Partners, based in Denver, CO, with 25 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 499 clients with $790M 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 $1000K | 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% |
Schedule applies to clients utilizing GCP's tax preparation services. Clients not utilizing GCP's tax preparation services pay slightly lower fees. Fees are negotiable.
Fee Estimator
Location
4582 S Ulster Street, 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.
Learn about disclosures →Employment History
Current Registrations
Gill Capital Partners, LLCBroker
Gill Capital Partners
Previous Registrations
Cherry Street Partners
Apw Capital, INC.Broker
Curian Capital, LLC
Curian Clearing, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Capwest Securities, INC.
Capwest Securities, INC.Broker
Alexander Capital Management Group, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley Dw INC.Broker
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.