Gill Capital Partners provides investment and financial advice to individuals, families, and institutions. Services include investment management, financial planning, tax planning, estate planning, and charitable giving. Gill Capital Partners requires a minimum of $1,000,000 in assets under management for wealth management services. Financial planning is offered as a standalone service or included with investment management.
Assets Under Management$790M
Clients499
Advisors11
Avg. per Client$1.6M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 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% |
Schedule applies to clients utilizing GCP's tax preparation services. Clients not utilizing GCP's tax preparation services pay slightly lower fees. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...