Galapagos Advisory offers investment advisory services, including designing and implementing investment strategies for managed accounts. They offer both discretionary and non-discretionary management, as well as advice on client-directed assets. They also provide sub-advisory services and pension consulting. Galapagos Advisory expects to recommend investments in affiliated funds. They tailor relationships to client needs but may terminate the relationship if restrictions prevent proper service.
Fee Structure
Galapagos Advisory typically charges a percentage of the value of your portfolio each year. This fee is calculated quarterly based on the average month-end values from the previous three months. The fees generally range from 0.5% to 1.5%, but may be negotiable. For smaller accounts, Galapagos may impose a minimum quarterly fee of $785 or negotiate a flat fee. If you invest in funds managed by other Galapagos Group members, the management fees charged to you will typically be reduced by 0.5% per year.