Gallagher Capital Corp., owned and operated by Kathy Gallagher, provides investment management services to individuals, retirement accounts, and trusts. With over 40 years of experience, Kathy Gallagher specializes in fixed income portfolios, primarily municipal bonds, corporate bonds, and U.S. Government and Agency bonds. Client portfolios are managed separately based on their investment objectives, with parameters documented in a written Investment Policy Statement. Gallagher Capital does not participate in wrap fee programs.
Assets Under Management$42M
Clients16
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Advisory fees are negotiable based on written contracts with clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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