Colleen Gillespie
Colleen Gillespie is a registered investment advisor at Sawston Wealth Management LLC, based in Olympia, WA, with 21 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 111 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sawston Wealth Management charges a percentage of your portfolio each year, and the rate drops as you invest more. These fees are negotiable.
For standard portfolio management:
- First $500,000 — 1.25% per year
- $500,001 - $1,000,000 — 1.10% per year
- $1,000,001 - $2,000,000 — 1.00% per year
- Over $2,000,000 — 0.85% per year
For the SawstonDirect platform:
- First $500,000 — 0.75% per year
- $500,001 - $1,000,000 — 0.65% per year
- $1,000,001 - $2,000,000 — 0.55% per year
- Over $2,000,000 — 0.45% per year
There is an account minimum of $500 for a retirement account and $1,000 for a non-retirement account for the SawstonDirect platform.
Location
1018 Capitol Way S, Suite 203, Olympia, WA, 98501
Get directionsHistory
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
Colleen is an independent licensed insurance agent. She also serves on the board of trustees for Capital Medical Center, is a pastoral council member for St. Michael Parish, and is the President-Elect of the Rotary Club of Olympia, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Sawston Wealth Management LLC
Previous Registrations
Cetera Advisors LLC
Multi-Financial Securities Corporation
Capstone Investment Group
Cambridge Wealth Management
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
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.