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. Asset management includes determining client investment objectives, time horizon, risk tolerance, and liquidity needs. Financial planning services include retirement cash flow analysis, education funding, tax planning, insurance analysis, and estate planning. GFM also offers hourly consulting.
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
Location
7743 West Jefferson Blvd, Fort Wayne, IN, 46804
