Ibrahim Galaria
Ibrahim Galaria is a ChFC-designated registered investment advisor at Galaria Capital Management, LLC, based in Naperville, IL, with 23 years of industry experience. Ibrahim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 135 clients with $83M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for amounts over $3 million.
Fee Estimator
Location
Naperville, IL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ibrahim is a licensed insurance agent in various states and recommends/sells insurance and annuity products. He also manages a family-managed real estate medical office in Virginia, which does not involve clients or investors.
Employment History
Current Registrations
Galaria Capital Management, LLC
Previous Registrations
Galaria Capital Management 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.