Gaughan & Connealy Wealth Management helps clients invest by connecting them with third-party investment managers, such as Efficient Advisors or AssetMark, who handle the day-to-day portfolio management. Gaughan & Connealy Wealth Management focuses its advice on mutual funds, fixed income securities, and equities, using modern portfolio theory to guide investment strategies. The firm's founders are also attorneys and may occasionally offer legal advice or related products, creating a potential conflict of interest, though clients are never required to use those outside services. Gaughan & Connealy Wealth Management does not have account minimums and serves individual investors and high-net-worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.34% |
| $1.0M - $2.0M | 1.29% |
| $2.0M - $4.0M | 1.24% |
| $4.0M - $10.0M | 1.19% |
| $10M+ | 1.14% |
Total fee combines Gaughan & Connealy Wealth Management's 0.99% fee with the third-party manager's fee (Efficient Advisors or AssetMark). Fees are negotiable.