Andrew Young is a CFP-designated registered investment advisor at Galecki Financial Management INC, based in Fort Wayne, IN, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 6 more. Their firm serves 530 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $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
Location
7743 West Jefferson Blvd, Fort Wayne, IN, 46804
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Regulatory History
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
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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