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
17900 Chenal Parkway, Ste. 300, Little Rock, AR, 72223
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.
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Brian works as an employee benefits consultant for Gallagher Benefit Services, Inc. and as an investment advisor representative for Gallagher Fiduciary Advisors, LLC. These roles take about a quarter of Brian's time and nearly full-time, respectively.