Louis Harris
Advisor at G&S Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
G&S Capital LLC
Location
Denver, CO 80111
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
About
Louis Harris is a CFP® with 13 years of industry experience, currently serving as an advisor at G&S Capital LLC since 2019. His prior work includes roles at Waters Edge Design, Scenic Wealth Management, and Northstar Realty Securities. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis alongside asset-allocation models, and is notable for its documented use of derivatives and options strategies in separately managed accounts.
Expertise
Based on G&S Capital LLC
Retirement plans for business owners (SEP, solo 401k)
Equity compensation tax strategy
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $499,999: 1.40% $500,000 - $999,999: 1.30% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000 - $24,999,999: 0.60% $25,000,000+: Negotiable
$250 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: Minimum annual fee of $6,500 Fee-only: Hourly fee of $250 for financial planning and consulting; may be reduced or waived for clients with assets managed by G&S.
Location
7887 E. Belleview Ave., Suite 1225
Denver, CO 80111
Most active in
Louis H has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
G&S Capital LLC
2019 - Present (7 years)
Waters Edge Design, LLC
2018 - 2019 (1 year)
Scenic Wealth Management, LLC
2018 - 2019 (1 year)
UnEmployed
2018 - 2018 (1 year)
Northstar Realty Securities
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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