Gainline Financial Partners, LLC

Gainline Financial Partners, LLC is a privately owned investment advisory firm based in Louisville, CO, established in 2021 by Charles Barkmeier and Paul Rohr. The firm manages approximately $273 million in assets for around 875 accounts, with a specialization in discretionary and non-discretionary investment management, financial planning, and consulting services. Gainline Financial offers a variety of fee structures, including an annual management fee of up to 1.5% based on total assets, with a minimum portfolio value requirement of $500,000. The firm may utilize Independent Managers and Sub-Advisors to actively manage client assets, evaluating their performance and strategies regularly. Clients have the option to grant discretionary authority over their accounts, allowing the firm to make investment decisions without prior approval. Gainline Financial does not charge performance-based fees and does not vote proxies for client securities. The firm does not file proofs of claim for class action lawsuits but provides necessary documentation upon client request. Gainline Financial does not have any financial conditions that may impair its ability to meet client commitments.