Michael Brady McArdle
MM
CFP
Michael Brady McArdle
MM
CFP

Michael Mcardle

23 Years of Experience

Michael Mcardle is a CFP-designated registered investment advisor at Galecki Financial Management INC, based in Fort Wayne, IN, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 530 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
530 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$929.5M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4M+0.40%

Minimum annual fee of $5,000. Charitable and non-profit accounts are managed at a flat 0.40% per year with a minimum fee of $800. Existing clients may be on a different fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Michael Brady McArdle
MM
Michael Mcardle

Location

7743 West Jefferson Blvd, Fort Wayne, IN, 46804

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History

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.

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Employment History
Current Registrations
Galecki Financial Management INC
January 2007 - Present · 19 yrs 3 mos
Previous Registrations
Mcardle Financial, LLC
May 2006 - April 2007 · 11 mos
Pilot Retirement Services
June 2005 - February 2006 · 8 mos
Dickmeyer-Boyce Financial Management
March 2005 - June 2005 · 3 mos
Charles Schwab & CO., INC.
October 2001 - August 2004 · 2 yrs 10 mos
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Brady McArdle, CFP®, is a Financial Planner with Galecki Financial Management and serves on the firm’s investment committee. He works closely with clients to review and manage their portfolios and provide financial planning.

Michael Brady McArdle
MM
Contact
Michael Mcardle
Michael Mcardle - Financial Advisor | TrueAdvisor