Brandon Galici
Brandon Galici is a registered investment advisor at Portfolio Medics, LLC, based in Triadelphia, WV, with 8 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M 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 $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
Triadelphia, WV
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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 ActivitiesSells Insurance
Brandon is an accountability coach for Kingdom Driven Entrepreneur, a faith-based lifestyle business, since 2019. He is also an independent insurance agent through Galici Financial, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 states
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