Justin Soucie
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 66
Industry experience
21 years
About
Justin Soucie is a CFP® with 21 years of industry experience and has been with G&S Capital LLC since 2014. He holds the Series 66 designation and is based in Denver, CO. Outside of his advisory role, he is a business partner in a real estate rental venture. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans, utilizing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation models. The firm is noted for its use of derivatives and options strategies within separately managed accounts and offers a broad range of investment instruments while maintaining an investment committee and operational arrangements uncommon among similarly sized teams.
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
Justin S has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
G&S Capital LLC
2014 - Present (12 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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