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Allison Law-Tatko

Gallagher Fiduciary Advisors, LLC
15 Years of Experience
Rolling Meadows, IL
Broker
View SEC Summary
View SEC Summary

Allison Law-Tatko is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 15 years of industry experience. Allison 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 Golf Road, 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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Other Business Activities

Allison works as an area senior vice president for Gallagher Benefit Services and Gallagher Fiduciary Advisors, advising on benefit plans. This takes about two-thirds of Allison's time, with a few hours per week during trading hours.

Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
December 2024 - Present · 1 yr 10 mos
Osaic Wealth, INC.Broker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Triad Advisors LLCBroker
July 2024 - August 2024 · 1 mo
Plexus Financial Services, LLC
March 2022 - May 2024 · 2 yrs 2 mos
Plexus Financial Services, LLCBroker
October 2015 - May 2024 · 8 yrs 7 mos
Transamerica Investors Securities CorporationBroker
July 2010 - October 2014 · 4 yrs 3 mos
State Registrations1 state
IL
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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