Craig Knutilla is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 19 years of industry experience. Craig 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
Get directionsHistory
Regulatory History (2)
Criminal
March 1988Employment Separation After Allegations
March 1988Other Business Activities
Craig works as a retirement plan consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services. He dedicates nearly full-time hours to Gallagher Fiduciary Advisors and about a quarter of his time to Gallagher Benefit Services.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Gbs Retirement Services, INC.Broker
State Registrations1 state
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.