Chloe Blythe is a registered investment advisor at Galecki Financial Management INC, based in Fort Wayne, IN, with 12 years of industry experience. Chloe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 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
Contact
Chloe Blythe
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
State Registrations1 state
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
Additional Information
On the personal side, Chloe is happily married to her husband Ryan. They have one daughter, Olivia, who was born in December 2018. Chloe loves Notre Dame Football, the Harry Potter novels, chips and salsa, and is aspiring to become more outdoorsy.