Gallagher Fiduciary Advisors, LLC

CRD#146509
Investment Advisor Firm

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Learn more about Gallagher Fiduciary Advisors, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Gallagher Fiduciary Advisors, LLC is located at 2850 Golf Road, Rolling Meadows, IL. The firm employs 160 financial advisors to manage client portfolios and provide financial guidance. Gallagher Fiduciary Advisors, LLC is not a registered broker-dealer.

    Gallagher Fiduciary Advisors, LLC oversees $10.2 billion in assets under management across 4,100 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, investment companies, pension plans, state or municipal government entities, corporations, and other types of investors, with retail investors being the largest client type by accounts. The fee structure at Gallagher Fiduciary Advisors, LLC includes asset-based, hourly, and fixed fees. The firm has 161 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, and a pension consultant.

    Gallagher Fiduciary Advisors, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $10.2 billion

    Number of Advisors

    160

    Disclosures

    No

    Office Location

    2850 Golf Road
    Rolling Meadows, IL 60008

    Gallagher Fiduciary Advisors, LLC by the Numbers

    Total Assets Under Management

    $10.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    211

    National Average: 64
    Total Number of Accounts

    4,100

    National Average: 375,227
    Average Account Size

    $2.5 million

    National Average: $23.0 thousand
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    Products and Services

    Gallagher Fiduciary Advisors, LLC provides a number of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. In the past financial year, Gallagher Fiduciary Advisors, LLC provided 251-500 of its clients with financial planning services. The Firm does not sell products or offer services aside from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      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.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • 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.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advisory services typically depend on the services provided. Fees billed by Gallagher Fiduciary Advisors, LLC likely include some combination of the following fee structures: asset-based, hourly, or fixed. The firm participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a broad range of customers. It works with retail investors, high net worth investors, investment companies, pension plans, state or municipal government entities, corporations, and other. Out of its 7 clients, Gallagher Fiduciary Advisors, LLC's biggest client group by number of accounts is pension plans, although it also manages money for 161 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 3.93%
    • Other Individuals - 91.73%
    • Corporations - 4.34%
    • 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

    Douglas Matthews
    Cleveland, OH
    Scott Powers
    Dallas, TX
    Amalia Beer
    Rolling Meadows, IL
    Callie Lucas
    Houston, TX
    Jeffrey Klein
    Boston, MA
    Adam Miloro
    Boston, MA
    Shawn Aulenbach
    Boston, MA
    Robert Leonard
    Charlotte, NC
    Ryan Olson
    Dallas, TX

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