Edward Macphee
Edward Macphee is a CFP-designated registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in San Diego, CA, with 15 years of industry experience. Edward 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.
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
11440 West Bernardo Court, Suite 300, San Diego, CA, 92127
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2026Other Business Activities
Edward owns and manages two vacation rental properties in San Diego since 2021 and 2023, respectively. He dedicates minimal time to these activities.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Secure Investment Management, LLC
Canter Wealth
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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