Galecki Financial Management is a registered investment advisor based in Fort Wayne, Indiana, that has been in business since 1990. The firm provides discretionary investment management and comprehensive, cash-flow-based financial planning. Galecki Financial Management focuses on building long-term portfolios using a diversified mix of mutual funds, exchange-traded funds, and other securities. The firm also offers specialized one-time reviews such as initial financial overviews and divorce financial overviews. Galecki Financial Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, trusts, and foundations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
Minimum annual fee of $5,000 applies. Charitable and non-profit accounts are charged a flat 0.40% per year with an $800 minimum. Existing clients may be grandfathered under prior agreements.
