Galecki Financial Management INC
Assets Under Management
$767.6M
Number of Clients
510
Number of Advisors
6
Average Client AUM
$1.5M
AUM per Advisor
$127.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Galecki Financial Management, Inc. (GFM) offers discretionary asset management and financial planning services. Financial planning includes retirement, education, tax, insurance, and estate planning. GFM manages client accounts through its Investment Committee and uses mutual funds, ETFs, and other investments.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Existing Asset Management clients may be on a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment ManagementFinancial Planning & CoachingHigh Net Worth
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Location
7743 West Jefferson Blvd, Fort Wayne, IN, 46804
