Gallagher Fiduciary Advisors, LLC provides retirement consulting, investment advice, and portfolio management services to both individual and institutional investors. For individuals, the registered investment advisor tailors portfolios based on personal goals, time horizon, and risk tolerance, operating on either a discretionary basis (where the firm makes trades without prior approval) or a non-discretionary basis (where client approval is required for each trade). The firm offers various model portfolio strategies and programs, including Independence, Liberty, Freedom, and TRU strategies, as well as accounts through the Osaic Wealth Management Platform. Portfolios typically include mutual funds, exchange-traded funds, equities, and fixed income securities. Additionally, the firm provides wealth management and financial planning services covering retirement, estate planning, personal savings, and education savings. Gallagher Fiduciary Advisors operates as a subsidiary of Gallagher Benefit Services and Arthur J. Gallagher & Co.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum overall advisory fee is up to 2.00%. Specific strategy maximum fees are up to 0.35% for Independence, Liberty, and TRU, and up to 0.85% for Freedom. Model and strategy fees may cost up to an additional 0.85% per year. Fees are negotiable.