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Luke Nagell

14 Years of Experience
Littleton, CO

Luke Nagell is a registered investment advisor at Gallatin River Capital LLC, based in Littleton, CO, with 14 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual wealth management fees range from 0.40% to 1.00% and are tiered based on aggregate assets under management. Fees are negotiable at the discretion of Gallatin River Capital.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2679 W Main Street, Littleton, CO, 80120

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gallatin River Capital LLC
August 2026 - Present · 2 mos
Previous Registrations
Jpl Wealth Management, LLC
November 2023 - September 2026 · 2 yrs 10 mos
United Capital Financial Advisors
October 2019 - November 2023 · 4 yrs 1 mo
United Capital Financial Advisers
August 2018 - July 2019 · 11 mos
Gallatin River Capital LLC
October 2011 - April 2018 · 6 yrs 6 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
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