Gill Capital Partners offers wealth management services that combine continuous investment supervision, comprehensive financial planning, tax planning and preparation, education planning, estate planning, insurance planning, and charitable giving through its Encompass approach. The firm creates personalized investment policies based on each client's specific objectives, time horizon, risk tolerance, and liquidity needs, managing accounts on either a discretionary or non-discretionary basis. Gill Capital Partners also provides institutional investment advice, manages a private fund, and offers qualified retirement plan consulting and design services. The firm generally requires a minimum of $1,000,000 in assets under management for wealth management services, though this requirement may be negotiable.
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.