Gallacher Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Gallacher Capital Management manages investment portfolios and provides personalized financial planning, wealth management, and retirement plan consulting for individuals, families, trusts, and businesses. Gallacher Capital Management builds customized portfolios using individual stocks, mutual funds, exchange-traded funds, and proprietary strategies, alongside access to private equity funds and real estate investment funds for qualified clients. The firm tailors its services to each client's financial situation, risk tolerance, and goals, operating as a fiduciary legally required to act in your best interest.

Assets Under Management$540M
Clients516
Advisors6
Avg. per Client$1M
Avg. per Advisor$90M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee is 1.5% for standard investment advisory services and 1.00% for proprietary investment strategies. Fees are negotiable and may be paid in advance or in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6 Advisors at this firm

Gallacher Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor