Allison Law-Tatko is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 14 years of industry experience. Allison 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
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.
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Allison works as an area senior vice president for Gallagher Benefit Services and Gallagher Fiduciary Advisors, advising on benefit plans. This takes about two-thirds of Allison's time, with a few hours per week during trading hours.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Plexus Financial Services, LLC
Plexus Financial Services, LLCBroker
Transamerica Investors Securities CorporationBroker
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.