John Gilligan is a CFA-designated registered investment advisor at Robertson Stephens, based in Ketchum, ID, with 16 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
675 Sun Valley Road, Ketchum, ID, 83340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John coaches a kids ski team for Sun Valley Freeride Team during the winter months. This takes about 10% of his time during the ski season and is not investment-related.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Mercer Global Advisors INC.
Clearrock Capital LLC
State Registrations1 state
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