Gillespie Wealth Management provides financial planning, portfolio management, and selection/monitoring of third-party advisors. Financial planning covers areas like cash management, retirement, and education funding. Portfolio management is non-discretionary, tailored to client objectives using securities like mutual funds and ETFs. Gillespie Wealth Management also offers family office services including estate planning and lifestyle management.
Assets Under Management$48M
Clients8
Advisors1
Avg. per Client$6M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable based upon the size of the client’s account(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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