Gillespie Associates LLC provides investment advisory services, managing client assets like stocks, bonds, and cash. The firm focuses on individual stocks and bonds, discussing client goals, risk tolerance, and financial history to tailor investment strategies. Investment decisions are made by the manager on a discretionary basis. Clients can terminate the advisory contract with 30 days' notice.
Assets Under Management$3.4M
Clients10
Advisors1
Avg. per Client$340K
Avg. per Advisor$3.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable above $10,000,000. Firm also offers a performance-based fee structure: 10% of net pre-tax profits above a 2% annual gain.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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