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John Beaty

Gill Capital Partners
5 Years of Experience
Denver, CO
Broker
View SEC Summary
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John Beaty is a registered investment advisor at Gill Capital Partners, based in Denver, CO, with 5 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Gill Capital Partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
481 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$862.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.95%
$2.0M - $3.0M0.85%
$3.0M - $4.0M0.75%
$4.0M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4582 S Ulster Street, Suite 1400, Denver, CO, 80237

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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
Gill Capital Partners
December 2024 - Present · 1 yr 10 mos
Gill Capital Partners, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Robinhood Financial, LLCBroker
April 2020 - August 2022 · 2 yrs 4 mos
Raymond James & Associates, INC.
December 2019 - March 2020 · 3 mos
Raymond James & Associates, INC.Broker
August 2019 - March 2020 · 7 mos
State Registrations2 states
CACO
AdvisorBrokerBoth

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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