Galecki Financial Management (GFM) offers financial planning and investment management services. Financial planning includes retirement cash flow analysis, education funding, tax planning, insurance analysis, and estate planning. GFM manages client investments using mutual funds, ETFs, and other securities. GFM does not accept commissions or sell any products.
Assets Under Management$930M
Clients530
Advisors6
Avg. per Client$1.8M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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