BG
CFP
BG
CFP

Benjamin Galloway

8 Years of Experience

Benjamin Galloway is a CFP-designated registered investment advisor at Greenspring Advisors, LLC, based in Towson, MD, with 8 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,218 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,218 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.8B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000

Greenspring Advisors charges a percentage of your portfolio for wealth management services, not to exceed 1.32% annually. There is a $5,000 minimum annual fee. If your portfolio doesn't generate that much in fees, you can pay the difference to receive the service. Administrative services for positions not in model portfolios are charged at 0.10%.

Loading...

Contact

BG
Benjamin Galloway

Location

One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204

Get directions

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.

Learn about disclosures →
Other Business Activities

Benjamin serves as a member of the Immaculate Conception School school board, providing counsel to the school and parish decision-makers. This requires minimal time annually.

Employment History
Current Registrations
Greenspring Advisors, LLC
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2017 - October 2019 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - October 2019 · 2 yrs 7 mos
State Registrations2 states
MDTX
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.
BG
Contact
Benjamin Galloway