Mark Melnychuk
Mark Melnychuk is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,431 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallagher Fiduciary Advisors (GFA) charges a fee based on a percentage of the value of your investments, up to 2.00%. The specific fees are outlined in each client's agreement.
GFA also offers risk-adjusted model portfolios and strategies that may cost up to 0.85% of the value of your investments, depending on the model/strategy selected. These fees are in addition to the advisory fee.
Location
2850 Golf Road, Rolling Meadows, IL, 60008
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Regulatory History (1)
Regulatory
June 2018Other Business Activities
Mark volunteers on the Crescent Cove Finance Committee, assisting with budgetary oversight, and is also the Vice President of the Circle Lake Homeowners Association. These activities take a few hours per week.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
NFP Securities, INC.
NFP Securities, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.