Jill Ditter is a CFP-designated registered investment advisor at Gallacher Capital Management, LLC, based in Lone Tree, CO, with 20 years of industry experience. Jill 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
10465 Park Meadows Dr, #107, Lone Tree, CO, 80124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jill prepares year-end tax returns for her husband's carpet and upholstery cleaning business, J & W Carpet & Upholstery Cleaners, dedicating minimal time to it. She also operates under the DBA JD Wealth Management, LLC, and spends the majority of her time as a registered investment advisor with Gallacher Capital Management, LLC, providing financial planning and fee-based advice.
Employment History
Current Registrations
Gallacher Capital Management, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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