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Donald Galade

Gfs Financial Advisors, LLC
15 Years of Experience
Hazleton, PA
2 DisclosuresSells Insurance
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Donald Galade is a registered investment advisor at Gfs Financial Advisors, LLC, based in Hazleton, PA, with 15 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.

Gfs Financial Advisors, LLC
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

GFS Financial Advisors does not directly manage investments. Instead, GFS refers clients to third-party money managers. Fees for these managers vary depending on the portfolio type:

  • Gradient Investments, LLC (GI):
    • Strategic Portfolios: 2.00% annually (GI: 1.00%, GFS: 1.00%)
    • Tactical Portfolios: 1.80% annually (GI: 0.80%, GFS: 1.00%)
    • Allocation & Defined Outcome Portfolios: 1.70% annually (GI: 0.70%, GFS: 1.00%)
    • Preservation Portfolios: 1.00% annually (GI: 0.40%, GFS: 0.60%)
    • Private Wealth Portfolios: 1.50% annually (GI: 0.50%, GFS: 1.00%)
    • Client Directed Accounts: $300 annually (GI: $300, GFS: $0)
  • CWM Advisors, LLC dba Inspire:
    • $0 - $999,999: 1.90% annually (Inspire: 0.65%, GFS: 1.25%)
    • $1,000,000 - $9,999,999: 1.65% annually (Inspire: 0.65%, GFS: 1.00%)
    • $10,000,000 - $49,999,999: 1.40% annually (Inspire: 0.65%, GFS: 0.75%)
    • Over $50,000,000: 1.15% annually (Inspire: 0.65%, GFS: 0.50%)
  • Camelot Portfolios, LLC (CP):
    • Camelot Model Management: 1.50% annually (CP: 0.50%, GFS: 1.00%)
    • Private Portfolio Management: 2.00% annually (CP: 1.00%, GFS: 1.00%)
    • Protected Participation Strategy: 1.49% annually (CP: 0.49%, GFS: 1.00%)

These fees are negotiable.

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Location

216 W. 21st Street, Hazleton, PA, 18201

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History

Regulatory History (2)
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Regulatory
September 1994
Final
Employment Separation After Allegations
September 1993
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald is the owner and insurance agent at Galade Financial Services, Inc. since 2004, where he dedicates full-time hours to providing insurance products and services and selling gold and silver. He also owns Cheradon and Associates, LLC, a business consulting firm focused on employee benefits, spending minimal time on this activity.

Employment History
Current Registrations
Gfs Financial Advisors, LLC
February 2011 - Present · 15 yrs 3 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
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