Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GFA's fee schedule is up to 2.00% of assets under management or advisement. Fees are pro-rated for the initial period and adjusted for significant deposits/withdrawals. The agreement can be terminated by either party with written notice. Additional fees may apply for model/strategy portfolios, up to 0.85%. Clients may also incur charges from custodians, brokers, and third-party investment managers. Fees are negotiable based on various criteria.
Areas of Practice
Advisor Information
Office location
2850 Golf Road, Rolling Meadows, IL, 60008
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Jason owns a short-term rental property and assists with bookings and guest inquiries, dedicating minimal time to this activity. He also provides compliance oversight for Gallagher Fiduciary Advisors, LLC, an investment advisory firm.