LF
LF

Luke Daniel Fick

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
499 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$790.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$9,500
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Location

4582 S Ulster Street, Suite 1400, Denver, CO, 80237

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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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Other Business Activities

Luke walks dogs through Rover, dedicating a few hours per week to this activity. This activity is not investment-related.

Employment History
Current Registrations
Gill Capital Partners
January 2024 - Present · 2 yrs 1 mo
Gill Capital Partners, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2022 - October 2023 · 1 yr
Fidelity Brokerage Services LLCBroker
July 2022 - October 2023 · 1 yr 3 mos
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.