Gallagher Fiduciary Advisors, LLC

Assets Under Management

$180.6B

Number of Clients

5,431

Number of Advisors

118

Average Client AUM

$33.3M

AUM per Advisor

$1.5B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Gallagher Fiduciary Advisors, LLC (GFA) offers investment services on a non-discretionary and discretionary basis. They develop customized portfolios based on client objectives, risk tolerance, and time horizon, using equities, mutual funds, fixed income, and ETFs. GFA also offers risk-adjusted model portfolios and financial planning services as part of the investment advisory engagement or as a separate engagement.

Fee Structure

Minimum Investment:$3K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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Location

2850 Golf Road, Rolling Meadows, IL, 60008

118 Advisors at this firm

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