Parker Gallagher is a CFP-designated registered investment advisor at Silver Oak Advisory Group, based in Portland, OR, with 1 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 193 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.60% |
The minimum annual fee is $6,600 depending on the size and complexity of the engagement. Fees may be less for larger client relationships and for non-profit and long-term clients.
Fee Estimator
Location
1130 SW Morrison St, Ste 312, Portland, OR, 97205-2217
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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
Silver Oak Advisory Group
Previous Registrations
Allen Capital Management, LLC
State Registrations1 state
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