| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may be negotiated and may be lower than the rates noted in the standard fee schedule.
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
Get directionsNo 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.
Learn about disclosures →Magdalena is the Operations Manager of Public Safety Financial, LLC, which owns Galloway Asset Management, where the registered advisor business is conducted, but she spends no time on this. She is also a board member of the Phoenix Fire Trust Fund Board, dedicating minimal time to monitoring investment program compliance and overseeing the investment manager.