Gallagher Capital Advisors offers investment management and consulting services to individuals and retirement plans. For investment management, the firm works with clients to understand their financial situation and goals, then creates a portfolio using ETFs, mutual funds, and individual stocks. The firm monitors portfolios and rebalances them as needed. For retirement plans, Gallagher Capital Advisors assists plan sponsors in establishing, monitoring, and reviewing their company's retirement plan.
Assets Under Management$260M
Clients302
Advisors1
Avg. per Client$870K
Avg. per Advisor$260M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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