Geoffrey Galbraith is a registered investment advisor at Gfm Asset Management LLC, based in Maumee, OH, with 5 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 36 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
In lieu of or in addition to AUM fees, GFM may negotiate a performance-based fee of up to 50% of the total return earned by the account over an agreed upon high watermark or benchmark schedule.
Fee Estimator
Location
Maumee, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gfm Asset Management LLC
Previous Registrations
Gfm Asset Management LLC
State Registrations1 state
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