Justin Soucie is a CFP-designated registered investment advisor at G&s Capital LLC, based in Denver, CO, with 21 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 402 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The fee for accounts over $25,000,000 is negotiable.
Fee Estimator
Location
7887 E. Belleview Ave., Suite 1225, Denver, CO, 80111
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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 Activities
Justin is a business partner with David Groat in a real estate rental business since 2013. He spends minimal time on this activity.
Employment History
Current Registrations
G&s Capital LLC
Previous Registrations
LPL Financial LLC
Prudential Financial Planning Services
State Registrations2 states
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