Everett Gilliss
Everett Gilliss is a CFP-designated registered investment advisor at Canal Capital Management, LLC, based in Richmond, VA, with 23 years of industry experience. Everett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 388 clients with $1.2B 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
For portfolio management clients that also participate in either of the Funds, Canal Capital waives its advisory fee on the portion of assets invested in either or both Funds.
Fee Estimator
Location
9 South 5th Street, Richmond, VA, 23219
Get directionsHistory
Regulatory History (1)
Criminal
August 2006Other Business ActivitiesSells Insurance
Everett is the sole member of Canal Capital Management, LLC, which operates a securities and insurance business, and is involved in fixed insurance sales. He also holds managing member positions in several investment-related LLCs and a non-investment related LLC that owns the Canal Capital building, dedicating minimal time to Canal Tuckahoe Holdings SPV, LLC.
Employment History
Current Registrations
Canal Capital Management, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Lincoln Financial Advisors Corporation
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.