Gallagher Fiduciary Advisors, LLC
Assets Under Management
$180.6B
Number of Clients
5,431
Number of Advisors
118
Average Client AUM
$33.3M
AUM per Advisor
$1.5B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gallagher Fiduciary Advisors, LLC (GFA) offers investment services on both discretionary and non-discretionary bases, tailored to client needs. They provide risk-adjusted model portfolios and strategies, including Independence, Liberty, Freedom, and TRU programs. GFA also offers financial planning services as part of the investment advisory engagement or as a separate engagement. Investment management services are also offered through Osaic Wealth Management Platform.
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
Location
2850 Golf Road, Rolling Meadows, IL, 60008