Michael Galantino
Michael Galantino is a registered investment advisor at Chapin Davis Asset Management, based in Bala Cynwyd, PA, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
2 Bala Plaza, Suite 604, Bala Cynwyd, PA, 19004
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1995Other Business ActivitiesSells Insurance
Michael is a Managing Member and Investment Advisor Representative at Philadelphia Partners Capital Management, LLC, providing investment advice and account monitoring, dedicating a few hours per week. He is also a sales agent at Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating minimal time.
Employment History
Current Registrations
Chapin Davis Asset Management
Philadelphia Partners Capital Management, LLC
Chapin, DavisBroker
Previous Registrations
Philadelphia Partners Capital Management, LLC
Cv Brokerage, INCBroker
1914 Advisors
Drexel Hamilton, LLCBroker
Boenning & Scattergood, INC.Broker
Philadelphia Partners Capital Management LLC
Haverford Trust Securities, INC.Broker
Haverford Trust Securities, INC.Broker
Haverford Financial Services, INC.
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
First Jersey Securities, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.