Perry Kotval
Perry Kotval is a CFP-designated registered investment advisor at Galileo Planning Group, INC, based in Menlo Park, CA, with 17 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Corporate Executives, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees are negotiated individually as an annual dollar amount or percentage based on services provided. Customary rates range from 0.25% to 0.35% of advised assets, but actual fees may be higher for smaller accounts or lower (e.g., 0.10%) for larger relationships.
Fee Estimator
Location
4600 Bohannon Drive, Suite 260, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (1)
Regulatory
February 1994Employment History
Current Registrations
Galileo Planning Group, INC
State Registrations2 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.
Exams
More Advisors
- Ramon Marquez, CFPGalileo Planning Group, INC
- Charles Wise, CFPGalileo Planning Group, INC
- Thomas Wise, CFPGalileo Planning Group, INC
- Gabrielle Bechwati, CFPCharles Schwab & CO., INC.
- Evan Nelson, CFPNelson Capital Management, LLC
- Daniel Goldie, CFA, CFPFocus Partners Wealth, LLC