A complete list of active advisors currently associated with Gillespie Associates LLC

Warmer can help you find a great advisor at Gillespie Associates LLC or one who fits your needs even better.

Gillespie Associates LLC provides portfolio management services to individual clients, with its Form ADV describing traditional advisory services such as ongoing investment management and periodic account reviews. The brochure identifies the firm's client focus as individual investors rather than institutional clients. The firm’s ADV outlines its methods of analysis, investment strategies and the risks associated with those strategies, and describes procedures for reviewing client accounts and monitoring performance. The brochure also addresses the adviser’s trading and compliance practices relevant to portfolio implementation. A notable feature disclosed in the ADV is the use of performance‑based fee arrangements and the related discussion of side‑by‑side management (Item 6), which is uncommon among independent advisers. The brochure also shows the firm does not rely on percentage‑of‑assets fees; coupled with a relatively small client base and approximately $3.45 million in assets under management, this combination of fee practices and scale is distinctive compared with many peers.

To learn more about the advisors currently working at Gillespie Associates LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.