Maureen Gordillo
Maureen Gordillo is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Irvine, CA, with 13 years of industry experience. Maureen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,120 clients with $190B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
2050 Main Street, Ste. 1250, Irvine, CA, 92614
Get directionsHistory
Regulatory History (1)
Financial
May 2024Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Empower Financial Services, INC.Broker
Diversified Investors Securities CORP.Broker
Princor Financial Services CorporationBroker
State Registrations2 states
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
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