John Gallia
John Gallia is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Creve Coeur, MO, with 21 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
Three City Dr, Suite 590, Creve Coeur, MO, 63141
Get directionsHistory
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
John is an agent of record for North American Company life insurance policies and an agent for Bene'-Kelly Insurance Agency selling property and casualty insurance, dedicating minimal time to each. He also works full-time as a registered representative and IAR through multiple DBAs and RFG Advisory, and spends about 10-20% of his time teaching business courses at Maryville University.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
LPL Financial LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations6 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.
Exams
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