Empowering Advisors Through an Innovative Platform
Introducing the Gallacher Advisor Platform
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BETWEEN YOU & YOUR CLIENTBETWEEN WHERE YOU ARE AT (YOUR TODAY) AND WHERE YOU WANT TO BE (YOUR TOMORROW)
The Gallacher Advisor Platform (GAP) offers support on critical items to free advisors to focus on relationships with clients and growth of their business. We designed this platform with our own experience as advisors to solve the pain points we encountered over the years.
At the end of the day, we are here to be a support, not a roadblock. Our goal is purely to build long-term relationships through providing exceptional service. Despite our best efforts to align ourselves with our partners and IAR’s, we recognize that it may not always work out as planned and we would want to give maximum flexibility. Our hope is that we would be able to find solutions and adjust structures over time as the advisor’s firm grows. If you have any specific hesitations, we would be happy to work through these issues.
We are confident there is a solution that we can customize to meet needs with a structure that works.
This innovative platform simplifies advisor’s day-to-day and empowers them to provide more value. Services Offered are Extensive, including:
Technology (Orion, Redtail, Nitrogen, etc.), Billing, Customized Performance Reports, Customized Client Portal, Dedicated Service Team to assist with account openings, transfers, money movements, out-of-office support, etc.
Oversight, Support, Annual Filings, Compliance Meetings, Full Audit Support, Trade Review, eMail Review, E&O Coverage, etc.
Robust, factor-based approach to portfolio construction, alternatives platform, trade execution, portfolio consulting.
The Gallacher Advisor Platform offers these services at a rate of ~25bps. This fee can be split between yourself and your clients however you may choose. We work with several advisors who have passed the full cost along to their clients, due to the increased level of service and portfolio construction. Other similar offerings place the full cost on the advisor and start at .30% and escalate up to 40% of revenue based off AUM and needs. We are confident we provide an industry-leading platform built for and by advisors.
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