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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 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% |
Annual management fee is 1.15% of assets under management, negotiable based on account size. Accounts may be aggregated to achieve a lower rate.
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
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.