Kevin Chandler is a CFP-designated registered investment advisor at Galecki Financial Management INC, based in Fort Wayne, IN, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, 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
Contact
Kevin Chandler
Location
7743 West Jefferson Blvd, Fort Wayne, IN, 46804
Get directionsHistory
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
Kevin is a Senior Financial Planner with Galecki Financial Management. Focusing on analyzing cash flow, risk management, estate planning and retirement projections for the firm’s financial planning clients.Kevin joined Galecki Financial Management in 2014.Kevin earned his bachelor’s degree from the Indiana University’s Kelley School of Business majoring in Finance and Computer Information Systems in May of 2003. Upon graduation, he joined Bank One / JPMorgan Chase in their Internal Audit department. In 2005, he joined the trust department of The Northern Trust Company in Chicago, IL where he held roles as an Assist Relationship Manager, Financial Consultant, and Division Head. Kevin managed a group of 8 professionals, as well as, assisted clients in wealth transfer techniques, cash flow analysis, tax, and partnership construction. Kevin was an Advisory Member of the Investment Oversight Committee which reviewed client’s investment portfolios.