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Dominic Russo

Gallagher Fiduciary Advisors, LLC
19 Years of Experience
Rolling Meadows, IL
Broker
View SEC Summary
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Dominic Russo is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 19 years of industry experience. Dominic 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.

Gallagher Fiduciary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
127 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 Rolling Meadows, Rolling Meadows, IL, 60008

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History

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.

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Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
May 2025 - Present · 1 yr 5 mos
Gbs Retirement Services, INC.Broker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Transamerica Financial Advisors, LLCBroker
April 2024 - May 2025 · 1 yr 1 mo
Transamerica Financial Advisors, LLC
April 2024 - May 2025 · 1 yr 1 mo
Grove Point Advisors, LLC
April 2024 - April 2024 · 0 mos
Next Financial Group, INC.Broker
December 2023 - April 2024 · 4 mos
Grove Point Investments, LLCBroker
November 2018 - April 2024 · 5 yrs 5 mos
Hornor, Townsend & Kent, INC.Broker
November 2006 - October 2018 · 11 yrs 11 mos
State Registrations2 states
ILPA
AdvisorBrokerBoth

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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