Albert Kohout is a registered investment advisor at Galecki Financial Management INC, based in Ft. Wayne, IN, with 23 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 530 clients with $930M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
Minimum annual fee of $5,000 applies. Charitable and non-profit accounts are charged a flat 0.40% per year with an $800 minimum. Existing clients may be grandfathered under prior agreements.
Fee Estimator
Contact
Albert Kohout
Location
7743 W. Jefferson Blvd, Ft. Wayne, IN, 46804
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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 →Employment History
Current Registrations
Galecki Financial Management INC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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
Additional Information
A.T. has been with Galecki Financial Management (GFM) since 2003. His primary role at GFM is to work closely with clients in a wide range of services, including portfolio review and managment and financial planning. He is also the chair of the firm's Investment Committee.
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