Gary Weld is a registered investment advisor at Galleria Financial Advisors, LLC, based in Atlanta, GA, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 140 clients with $240M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee is $10,000 and is negotiable.
Fee Estimator
Location
3300 Riverwood Parkway, Suite 700, Atlanta, GA, 30339
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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 Activities
Gary is a passive investor and minority member in several private companies, including Galleria Boston LLC and Seven Springs LLC. He devotes no time to these businesses during trading hours.
Employment History
Current Registrations
Galleria Financial Advisors, LLC
Previous Registrations
Bt Wealth Management, LLC
Galleria Financial Advisors, LLC
State Registrations1 state
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