Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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. The minimum fee may be waived by GFM in certain cases.
Fee Estimator
GFM charges $300 for an Initial Financial Overview (IFO) and $500 for a Divorce Financial Overview (DFO), which are typically reimbursed if the client utilizes asset management services within 6 months. Asset management fees are based on a percentage of assets under management, with a minimum quarterly fee of $1,250 ($5,000 annually). Stand-alone financial planning fees range from $5,000 to $10,000 annually, billed quarterly with the first six months paid in advance. Hourly consulting fees are $250 per hour. Charitable and non-profit accounts are managed at a flat 0.40% per year with a minimum fee of $800.
Areas of Practice
Advisor Information
Office location
7743 West Jefferson Blvd, Fort Wayne, IN, 46804
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Albert Thomas KohoutRegulatory 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
Previous Registrations
Charles Schwab & Co., INC.
State Registrations1 state
Exams
Additional Information
A.T. has been with Galecki Financial Management (GFM) since 2003. His primary role at GFM is to work closely with clients in a wide range of services, including portfolio review and managment and financial planning. He is also the chair of the firm's Investment Committee.