Galligan Financial Advisors is a fee-only registered investment advisor and certified public accountant firm founded in 1995 and based in Eagan, Minnesota. The firm legally acts in its clients' best interests, providing comprehensive financial planning, investment management, tax planning, and tax preparation services. Galligan Financial Advisors primarily serves individuals, families, and small business owners. The investment strategy emphasizes diversification across no-load mutual funds, exchange-traded funds, and individual stocks, using Charles Schwab as the custodian. Investment decisions and strategies are made collaboratively with clients after completing a foundational financial planning exercise. In addition to managing portfolios, the firm provides hourly financial planning, college funding strategies, retirement and estate planning, and specialized partnership planning for divorce, prenuptial agreements, or mediation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.04% |
Clients pay a quarterly fee of 0.26%, which is approximately 1.04% annually, billed in arrears based on quarter-end asset values.