Gallagher Wealth Management

Gallagher Wealth Management, Inc. is a California-based investment advisory firm established in 2012 by Christopher Gallagher. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include asset management, financial planning, and retirement plan consulting. For asset management services, the firm requires a minimum account balance of $1,000,000. Fees for asset management are based on a tiered percentage of assets under management, ranging from 1.75% for balances up to $499,999.99 to 0.75% for balances over $5,000,000. Financial planning and consulting services are provided on an hourly or flat fee basis, with fees ranging from $2,500 to $10,000. Retirement plan consulting fees are also based on a percentage of plan assets under management, not exceeding 1.00%. The firm utilizes various methods of analysis, including charting, fundamental analysis, technical analysis, and cyclical analysis. Investment strategies employed include long-term purchases, short-term purchases, and margin transactions. Preferred securities for client investments include debt securities (bonds), equity securities (common stocks), exchange-traded funds (ETFs), and mutual funds. Gallagher Wealth Management does not charge performance-based fees and allows clients to have investment discretion over their accounts. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Christopher J. Gallagher, the President and Investment Adviser Representative, has a background in the financial industry dating back to 2001. For more information or to obtain a copy of the firm's Code of Ethics, clients can contact Christopher Gallagher, Chief Compliance Officer, at (925) 831-3043.