Michael Gallagher is a CFA-designated registered investment advisor at Pecaut Wealth Management, based in Sioux City, IA, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 231 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pecaut Wealth Management charges a quarterly portfolio management fee of up to 0.375% of your portfolio. This works out to a maximum of 1.5% per year. The fee is negotiable depending on your circumstances. Immediate family of Pecaut Wealth Management employees generally receive reduced rates.
Location
401 Douglas St, Ste 415, Sioux City, IA, 51101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pecaut Wealth Management
Previous Registrations
Tpg Financial Advisors, LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations3 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.