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Mark Melnychuk

Gallagher Fiduciary Advisors, LLC
32 Years of Experience
Rolling Meadows, IL
1 Disclosure
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Mark Melnychuk is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,120 clients with $190B in assets under management.

Gallagher Fiduciary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
126 advisors
Number of Clients
6,120 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$194.8B

Fee Structure

Minimum Investment:$3K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum overall advisory fee is up to 2.00%. Specific strategy maximum fees are up to 0.35% for Independence, Liberty, and TRU, and up to 0.85% for Freedom. Model and strategy fees may cost up to an additional 0.85% per year. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2850 Golf Road, Rolling Meadows, IL, 60008

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark volunteers on the Crescent Cove Finance Committee, assisting with budgetary oversight, and is also the Vice President of the Circle Lake Homeowners Association. These activities take a few hours per week.

Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - March 2022 · 5 yrs 11 mos
NFP Advisor Services, LLC
November 2013 - September 2016 · 2 yrs 10 mos
Kestra Investment Services, LLCBroker
June 2013 - March 2022 · 8 yrs 9 mos
Wells Fargo Advisors, LLCBroker
May 2007 - May 2013 · 6 yrs
Wells Fargo Advisors, LLC
May 2007 - May 2013 · 6 yrs
NFP Securities, INC.Broker
July 2006 - May 2007 · 10 mos
NFP Securities, INC.
July 2006 - May 2007 · 10 mos
Sii Investments, INC.
February 2000 - June 2006 · 6 yrs 4 mos
Sii Investments, INC.Broker
September 1998 - June 2006 · 7 yrs 9 mos
New England SecuritiesBroker
July 1995 - September 1998 · 3 yrs 2 mos
New England SecuritiesBroker
November 1992 - December 1993 · 1 yr 1 mo
State Registrations2 states
ILMN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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