John Gillespie
John Gillespie is a registered investment advisor at Gallacher Capital Management, LLC, based in Gilbert, AZ, with 18 years of industry experience. John 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
2730 S Val Vista Dr, Ste 133, Gilbert, AZ, 85295
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved with Gillespie Holdings, LLC and Gallacher Equity Management, LLC, both related to Gallacher Capital Management, LLC (GCM). He also holds life, accident, and health insurance licenses in Colorado and Arizona, but the time spent on this is included in his work for GCM.
Employment History
Current Registrations
Gallacher Capital Management, LLC
Previous Registrations
Mutual Service Corporation
Charles Schwab & CO., INC.
State Registrations4 states
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.