GG

Guy Frank Gallo

43 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
736 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$500 - $15,000
Hourly Rate:$125 - $325/hr

Withum Wealth Management's annual investment advisory fee varies, generally between 0.50% and 1.25%, based on factors like assets under management and portfolio complexity. Fees are negotiable, and similarly situated clients may pay different fees. A $1,000,000 minimum asset level is generally required for investment advisory services. Stand-alone financial planning and consulting fees range from $500 to $15,000 on a fixed fee basis and from $125 to $325 on an hourly basis.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

47 Reckless Place, Red Bank, NJ, 07701

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Guy is an insurance agent at Zenith Marketing Group, Inc. since 1982, focusing on insurance activities and dedicating minimal time.

Employment History
Current Registrations
Withum Wealth Management
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Mercer Capital Advisers, INC.
August 2007 - October 2021 · 14 yrs 2 mos
Buckman Advisory Group LLC
March 2005 - December 2021 · 16 yrs 9 mos
Buckman, Buckman & Reid, INC.Broker
October 1989 - December 2021 · 32 yrs 2 mos
Prudential-Bache Securities INC.Broker
September 1989 - November 1989 · 2 mos
Thomson Mckinnon Securities INC.Broker
February 1982 - September 1989 · 7 yrs 7 mos
First Jersey Securities, INC.Broker
January 1982 - March 1982 · 2 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.