Gary Lutes is a CFA-designated registered investment advisor at Tillman Hartley LLC, based in Denver, CO, with 14 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 49 clients with $610M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Tillman Hartley charges an annual advisory fee based on the value of your portfolio. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The annual rate is usually between 0.35% and 1%, with a maximum of 1%, which is negotiable. Tillman Hartley may charge a set minimum fee if the percentage fee on assets is insufficient to cover the scope of the work.
Location
7900 E Union Ave, Suite 1100, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tillman Hartley LLC
State Registrations2 states
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