GF
CFP
GF
CFP

Galia Felemovicius

8 Years of Experience
Skokie, IL

Galia Felemovicius is a CFP-designated registered investment advisor at Foresight Wealth Advisors, based in Skokie, IL, with 8 years of industry experience. Galia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $99M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$12.3M average
Assets Under Management
$98.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $15.0M0.75%
$15M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8401 Crawford Avenue, Suite 104, Skokie, IL, 60076

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Galia is affiliated with a non-US investment advisor as an investment advisory representative. This activity takes about 10-20% of her time and does not conflict with her obligations to Foresight clients.

Employment History
Current Registrations
Foresight Wealth Advisors
April 2017 - Present · 9 yrs 1 mo
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.