Gallagher Wealth Management offers investment advice and financial planning to individuals and other clients. Services include creating and managing investment portfolios, and providing financial planning and consulting on topics like retirement, estate, tax, and education planning. The firm also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$120M
Clients117
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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