Gallagher Fiduciary Advisors (GFA) offers investment services to individuals on both a discretionary and non-discretionary basis. GFA works with clients to determine their investment objectives, risk tolerance, and time horizon to develop a customized portfolio. GFA may use third-party money managers to manage a portion of your account. GFA also offers financial planning services as part of the investment advisory engagement or as a separate engagement.
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.