Douglas Igel is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Irvine, CA, with 15 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,431 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallagher Fiduciary Advisors (GFA) charges a fee based on a percentage of the value of your investments, up to 2.00%. The specific fees are outlined in each client's agreement.
GFA also offers risk-adjusted model portfolios and strategies that may cost up to 0.85% of the value of your investments, depending on the model/strategy selected. These fees are in addition to the advisory fee.
Location
2050 Main Street, Suite 1250, Irvine, CA, 92614
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Regulatory 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.
Learn about disclosures →Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Global Retirement Partners LLC
Burnham Gibson Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Beacon Pointe Advisors, LLC
Precept Advisory Group LLC
State Registrations1 state
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.