Giles Fox is a CFA-designated registered investment advisor at Southstate Private Capital Management LLC, based in Denver, CO, with 12 years of industry experience. Giles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 712 clients with $5B 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedules vary by division (e.g., Private Capital Management vs. SouthState Advisory). Fees are negotiable and certain legacy clients may have different rates.
Fee Estimator
Location
1331 17th Street, Ste 200, Denver, CO, 80202
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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
Southstate Private Capital Management LLC
State Registrations10 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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