Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
510 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$767.6M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Existing Asset Management clients may be on a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
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Contact
Albert Thomas Kohout
Location
7743 West Jefferson Blvd, Fort Wayne, IN, 46804
Get directionsHistory
Regulatory History
Clean regulatory record
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
Galecki Financial Management INC
November 2003 - Present · 22 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2002 - May 2003 · 11 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Additional Information
A.T. has been with Galecki Financial Management (GFM) since 2003. His primary role at GFM is to work closely with clients in a wide range of services, including portfolio review and managment and financial planning. He is also the chair of the firm's Investment Committee.
Contact
Albert Thomas Kohout