Galligan Financial Advisors is a registered investment advisory and CPA firm offering comprehensive financial planning. They specialize in investment advisory services, tax planning and preparation, retirement and estate planning, college funding, and partnership planning. Galligan Financial manages client financial assets and advises on retirement plan assets. Investment decisions are made jointly with clients, and services are tailored to individual needs.
Assets Under Management$69M
Clients250
Advisors1
Avg. per Client$280K
Avg. per Advisor$69M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.04% |
The quarterly fee is 0.26%, which annualizes to 1.04%. There is a minimum annual fee of $1,000, but investment advisory accounts of $100,000 or more automatically satisfy this minimum after the first year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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