Anthony Mceahern is a CFP-designated registered investment advisor at Gilpin Wealth Management LLC, based in Denver, CO, with 20 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $200M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
The annual management fee is negotiable.
Fee Estimator
Location
50 South Steele Street, Suite 501, Denver, CO, 80209
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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 →Other Business Activities
Anthony is the owner/tax preparer for Taxwise Connection, LLC, spending a significant amount of time on seasonal tax preparation services. He is also a licensed attorney, dedicating a few hours per week to practicing law, and the president/owner of Copper Wealth, Inc, a holding company. Additionally, Anthony is the owner/manager of Radient Property Management, LLC and manages several LLCs that hold rental properties, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Gilpin Wealth Management LLC
Previous Registrations
Cresset Asset Management, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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