Shawn Jones is a CFP-designated registered investment advisor at Gallacher Capital Management, LLC, based in Lone Tree, CO, with 25 years of industry experience. Shawn 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.
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
Shawn is a registered investment advisor through Gallacher Capital Management, LLC and Shawn K Jones CFP, LLC. He also sells life, health, long-term care, and fixed annuities, dedicating a few hours per week to these insurance sales.
Employment History
Current Registrations
Gallacher Capital Management, LLC
Previous Registrations
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.