John Gillespie
John Gillespie is a registered investment advisor at Gallacher Capital Management, LLC, based in Gilbert, AZ, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 516 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.5% for standard investment advisory services and 1.00% for proprietary investment strategies. Fees are negotiable and may be paid in advance or in arrears.
Fee Estimator
Location
2730 S Val Vista Dr, Ste 133, Gilbert, AZ, 85295
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
John is involved with Gillespie Holdings, LLC and Gallacher Equity Management, LLC, both related to Gallacher Capital Management, LLC (GCM). He also holds life, accident, and health insurance licenses in Colorado and Arizona, but the time spent on this is included in his work for GCM.
Employment History
Current Registrations
Gallacher Capital Management, LLC
Previous Registrations
Mutual Service Corporation
Charles Schwab & CO., INC.
State Registrations4 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
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