EG
ChFC
EG
ChFC

Eyal Galinsky

36 Years of Experience
Boca Raton, FL
Sells Insurance

Eyal Galinsky is a ChFC-designated registered investment advisor at Mutual Advisors, LLC, based in Boca Raton, FL, with 36 years of industry experience. Eyal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

Investment management only (planning not offered)

Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.

For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.

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Location

1200 N. Federal Hwy., Ste. 200, Boca Raton, FL, 33432

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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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Other Business ActivitiesSells Insurance

Eyal owns IBU Properties, LLC, which rents out a residential unit, dedicating minimal time to this activity. Eyal is also an independent insurance agent since 2022, spending a few hours per week on insurance sales and services.

Employment History
Current Registrations
Mutual Advisors, LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
American Portfolios Advisors, INC
April 2021 - September 2022 · 1 yr 5 mos
American Portfolios Financial Services, INC.Broker
March 2021 - September 2022 · 1 yr 6 mos
Slatestone Wealth LLC
June 2017 - October 2020 · 3 yrs 4 mos
LPL Financial LLC
May 2005 - June 2017 · 12 yrs 1 mo
LPL Financial LLCBroker
May 2005 - June 2017 · 12 yrs 1 mo
MML Investors Services, INC.
January 1995 - June 2005 · 10 yrs 5 mos
MML Investors Services, INC.Broker
September 1989 - June 2005 · 15 yrs 9 mos
State Registrations1 state
FL
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.