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Gregory Galloway

33 Years of Experience
Orlando, FL

Gregory Galloway is a registered investment advisor at Fund Advisors of America INC, based in Orlando, FL, with 33 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 585 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
585 clients
Average Client Portfolio
$255K average
Assets Under Management
$149.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.50%

Fees negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1800 Pembrook Drive, Suite 300, Orlando, FL, 32810

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fund Advisors of America INC
March 1993 - Present · 33 yrs 1 mo
State Registrations2 states
FLTX
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.
Gregory Galloway - Financial Advisor | TrueAdvisor