John Gallia
John Gallia is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Creve Coeur, MO, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Three City Dr, Suite 590, Creve Coeur, MO, 63141
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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
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
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