JG
JG
Joseph Gallagher
31 Years of Experience
Kentfiled, CA
Joseph Gallagher is a registered investment advisor at Pacific Crest Asset Management LLC, based in Kentfiled, CA, with 31 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Kentfiled, CA
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Pacific Crest Asset Management LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Lee, Kimun
October 2024 - January 2025 · 3 mos
Dorsey Capital Management
May 2013 - November 2024 · 11 yrs 6 mos
Whv Investment Management, INC.
April 1994 - May 2013 · 19 yrs 1 mo
State Registrations1 state
CA
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.