Christopher Galeski is a registered investment advisor at Morton Wealth, based in Calabasas, CA, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,279 clients with $3.5B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are subject to negotiation. A minimum annual fee of $15,000 applies.
Fee Estimator
Location
27200 Agoura Road, Suite 200, Calabasas, CA, 91301
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2018Other Business Activities
Christopher works as a talent (actor) for Dailey and Associates, which produces commercial and radio ads. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Morton Wealth
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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
More Advisors
- Joseph Seetoo, CFA, CFPMorton Wealth
- Kristin Dillon, CFPMorton Wealth
- Elias Vera, CFA, CFPMorton Wealth
- Michael Privett, ChFCMorton Wealth
- Carlos Salcedo, CFAMorton Wealth
- Nicholas Valaika, CFPMorton Wealth