Steven Lynds
Steven Lynds is a CFP, ChFC-designated registered investment advisor at Gill Capital Partners, based in Denver, CO, with 11 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 481 clients with $860M 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 | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Rates shown are for clients utilizing tax preparation services. Clients not utilizing tax preparation services receive a 0.05% discount across all tiers. Fees and account minimums are negotiable.
Fee Estimator
Location
4582 S. Ulster St., Suite 1400, Denver, CO, 80237
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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
Steven is a partial owner of Kehrli Family LLC, a commercial real estate venture in the San Francisco Bay Area, since 2005. His role is passive and requires minimal time.
Employment History
Current Registrations
Gill Capital Partners
Previous Registrations
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Gwfs Equities, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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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