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
Get directionsContact
Melanie Sue ColwellRegulatory 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
State Registrations1 state
Exams
Additional Information
Outside of the office, Melanie is President of the Board of Directors for Whitington Homes & Services who serve children and families in their homes that are at-risk or in crisis.Melanie is happily married to her husband, Glenn, and the proud mother to their three children, Dylan, Dawson and Reagan.