Gerard Oloughlin
Gerard Oloughlin is a registered investment advisor at Larimer Capital Corporation, based in Denver, CO, with 50 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 101 clients with $170M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Location
1720 South Bellaire Street, Suite 1110, Denver, CO, 80222
Get directionsHistory
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 ActivitiesSells Insurance
Gerard sells traditional (fixed) life insurance, dedicating about half of his time to this activity since 1984. He is also an investment advisor and works part-time in seasonal sales for Vail Corporation.
Employment History
Current Registrations
Larimer Capital Corporation
Larimer Capital CorporationBroker
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Larimer Capital CorporationBroker
Capital Analysts, IncorporatedBroker
Equity Services, INC.Broker
Cg Equity Sales CompanyBroker
State Registrations2 states
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.