Investment advisory fees are based on a percentage of assets under management, with a maximum fee of 1.5% for IAS, 1.00% for GEM investment management services, and 0.50% for the GEM platform fee. An optional tax management overlay has a maximum fee of 0.15%. Financial planning fees range from $2,500 to $20,000, depending on the complexity of the plan. Accounts with alternative investments may incur an administrative fee. GCM may earn a fee from StoneCastle if clients participate in the CF Cash program.
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Learn about disclosures →Kevin is involved in several business activities, including Gallacher LLC (management & holding company), Gallacher Development LLC (construction development), Gallacher Equity Management LLC (investment management), and KSJ Realty LLC (real estate holding). He dedicates the majority of his time to Gallacher Capital Management LLC, with the remaining time split between the other ventures.