Alzena Saleem is a CFP-designated registered investment advisor at Galaria Capital Management, LLC, based in Naperville, IL, with 15 years of industry experience. Alzena 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.
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Learn about disclosures →Employment History
Current Registrations
Galaria Capital Management, LLC
State Registrations4 states
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