Kevin Gallacher is a registered investment advisor at Gallacher Capital Management, LLC, based in Lone Tree, CO, with 27 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 525 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$929K average
Assets Under Management
$487.8M

Fee Structure

Planning is included in investment management (also available separately)

Gallacher Capital Management's (GCM) fees for investment management are based on a percentage of your portfolio. The maximum fee for investment advisory services is 1.5%. There is also a platform fee with a maximum of 0.50%. Some clients may be charged an administrative fee of up to $67 annually. An optional tax management overlay has a maximum fee of 0.15%. Fees are negotiable. GCM may earn a fee from StoneCastle if clients participate in the Cantor Fitzgerald Cash Management Program.

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Location

10465 Park Meadows Dr, #107, Lone Tree, CO, 80124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is involved in several business activities, including Gallacher LLC (management & holding company), Gallacher Development LLC (construction development), Gallacher Equity Management LLC (investment management), and KSJ Realty LLC (real estate holding). He dedicates the majority of his time to Gallacher Capital Management LLC, with the remaining time split between the other ventures.

Employment History
Current Registrations
Gallacher Capital Management, LLC
January 1999 - Present · 27 yrs 3 mos
State Registrations4 states
AZCOTXUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Gallacher - Financial Advisor | TrueAdvisor