Jordan Gallacher is a registered investment advisor at Gallacher Capital Management, LLC, based in Lone Tree, CO, with 11 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 525 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$929K average
Assets Under Management
$487.8M

Fee Structure

Planning is included in investment management (also available separately)

Gallacher Capital Management's (GCM) fees for investment management are based on a percentage of your portfolio. The maximum fee for investment advisory services is 1.5%. There is also a platform fee with a maximum of 0.50%. Some clients may be charged an administrative fee of up to $67 annually. An optional tax management overlay has a maximum fee of 0.15%. Fees are negotiable. GCM may earn a fee from StoneCastle if clients participate in the Cantor Fitzgerald Cash Management Program.

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Location

10465 Park Meadows Dr, #107, Lone Tree, CO, 80124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jordan owns Krona, LLC, a management and holding company with a minority interest in Gallacher Capital Management (GCM). He also owns Gallacher Equity Management, LLC (GEM), an investment management company, with about 60% of his time devoted to GCM and 40% to GEM.

Employment History
Current Registrations
Gallacher Capital Management, LLC
March 2014 - Present · 12 yrs 1 mo
State Registrations3 states
COTXUT
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.
Jordan Gallacher - Financial Advisor | TrueAdvisor