Terry Galloway is a registered investment advisor at Wealth Management, based in Elwood, NE, with 18 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,617 clients with $3.1B 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated with each client.
Fee Estimator
Location
309 Smith Avenue, Elwood, NE, 68937
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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
Terry is involved in several outside business activities, including rental real estate through GO Consolidated Industries, LTD and Galloway Holdings, LLC, farmland through G & B Outdoors, LLC, and fishing guide services through TG Enterprises LLC. Terry also serves as Treasurer for the Nebraska State Fair 1868 Foundation and is President/Owner of Galloway Financial Advisors, INC, spending nearly full-time on business consulting.
Employment History
Current Registrations
Wealth Management
State Registrations1 state
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