GF
CFA
GF
CFA

Giles Rudolph Arthur Fox

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
832 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiated on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Fillmore Street, Ste 200, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Private Capital Management, LLC
June 2014 - Present · 11 yrs 8 mos
State Registrations10 states
AZCACOFLILNCNJTXVAWA
Advisor
Exams
No exam information available for this advisor.