Gallagher Fiduciary Advisors, LLC
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Overview
Gallagher Fiduciary Advisors, LLC operates as an advisory firm based in Rolling Meadows, Illinois. The company controls $6.5 billion in assets under management across 113 customer accounts, placing it among the biggest firms in the country by assets under management (AUM). Gallagher Fiduciary Advisors, LLC has a large group, including 122 financial advisors. Gallagher Fiduciary Advisors, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, equities and bonds.
Gallagher Fiduciary Advisors, LLC administers all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices without needing to seek the client's authorization. Gallagher Fiduciary Advisors, LLC's typical account size is $57.9 million. The average advisor at Gallagher Fiduciary Advisors, LLC manages fewer than one client account, making it one of the most individualized advisor firms in the country.
The company's headquarters is at 2850 Golf Road, Rolling Meadows, Illinois 60008. The company is legally registered to provide services to clients throughout 27 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gallagher Fiduciary Advisors, LLC by the Numbers
$6.5 billion
134
113
$57.9 million
Products and Services
Gallagher Fiduciary Advisors, LLC provides multiple services, which can include portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. However, Gallagher Fiduciary Advisors, LLC did not provide financial planning services to any of its clients in the previous fiscal year. The firm does not sell products or offer services aside from investment advice to its investment advisory accounts. The company is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency and pension consultant.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely depend on which services are provided. Fee types charged by Gallagher Fiduciary Advisors, LLC can consist of some blend of the following fee types: asset-based, hourly or fixed. The firm does participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with pension plans, state or municipal government entities, corporations and other. Out of its 113 accounts, Gallagher Fiduciary Advisors, LLC's largest client group by number of accounts is pension plans. Just 1% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gallagher Fiduciary Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gallagher Fiduciary Advisors, LLC
Rockville, MD
Carmel, IN
Rolling Meadows, IL
Boston, MA
Dallas, TX
East Hartford, CT
Bloomfield Hills, MI
Mount Laurel, NJ
Houston, TX
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