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.
2850 Golf Road, Rolling Meadows, IL, 60008
Get directionsCraig works as a retirement plan consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services. He dedicates nearly full-time hours to Gallagher Fiduciary Advisors and about a quarter of his time to Gallagher Benefit Services.