Matthew Gallagher
Matthew Gallagher is a registered investment advisor at Odinic Advisors LLC, based in Plympton, MA, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 24 clients with $3.8M 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 | 1.15% |
Fee is negotiable based on the size of the account. Clients may aggregate accounts to achieve a lower management fee.
Fee Estimator
Location
Plympton, MA
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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 →Other Business ActivitiesSells Insurance
Matthew is an insurance agent for various companies since 2017, spending minimal time on it. He is also a licensed attorney since 2006 (minimal time), provides tax planning and consulting (about half his time during tax season), and has a real estate broker license (a few hours per week).
Employment History
Current Registrations
Odinic Advisors LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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.