Top financial advisors in Lone Tree, CO
We’ve curated a list of the best financial advisors in Lone Tree, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$380,954,040
Number of advisors
13 advisors
| $380,954,040 | 13 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lone Tree, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lone Tree. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Gallacher Capital Management, LLC
Gallacher Capital Management, LLC (GCM) is a registered investment advisor established in 1993, with a specialization in wealth management, investment management, financial planning, and consulting services. GCM manages approximately $487,814,567 in client assets on both discretionary and non-discretionary bases. The firm offers Investment Advisory Services through its Investment Advisory Agreement, along with a separate GEM Investment Management Service that provides proprietary strategies. GCM may recommend private investment funds, including GEM Private Equity Fund I & II and GEM goHomePort Fund I. Fees for IAS and GEM management services range up to 1.5%, with additional fees for alternative investments. GCM acts as a fiduciary under ERISA/IRC laws, prioritizing clients' best interests. The firm also provides retirement plan consulting services and financial planning tailored to individual needs. GCM's investment strategies include GEM Allocation, Direct, and Direct Indexing Strategies, with a focus on risk management. Clients have discretion over their investment accounts, and GCM does not vote on client securities. GCM's CCO, Quentin Stoker, is available to address any questions regarding the firm's services and offerings.
$380,954,040 under management
13 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lone Tree, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lone Tree. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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