Public Safety Financial/galloway
Assets Under Management
$942.2M
Number of Clients
2,880
Number of Advisors
25
Average Client AUM
$327K
AUM per Advisor
$37.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Galloway Asset Management, LLC DBA Public Safety Financial/Galloway (PSF/Galloway) offers investment advice and portfolio management through model portfolios or customized strategies. They also provide investment allocation advice within municipal deferred compensation plans and education/training services to plan participants, with a focus on public safety personnel. Part of their services involve elements of financial planning at no charge.
Fee Structure
PSF/Galloway charges an annual asset-based fee for advisory services. PSF/Galloway Venture and All Inclusive Portfolios have a standard fee of 1.25% per year. PSF/Galloway ETF Active Portfolios have a fee of 0.75% per year. PSF/Galloway ETF Passive Portfolios have a fee of 0.35% to 0.75% per year. These fees are paid quarterly. The firm may direct clients to third-party investment advisers under a Turn-Key Asset Management program (TAMP). PSF/Galloway’s fee is 1% with no scaling for account size. Combining separate investment strategies or adding sleeves adds an additional platform fee of 0.05% or $50/year, whichever is greater. The total annual fee for the Davidson Multi-Cap Equity is 1.45% which includes a management fee of 0.40% and a platform fee of 0.05%. The total annual fee for the Envestnet Active Passive PMC ETF is 1.00%.
Areas of Practice
Location
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201