Galaria Capital Management offers asset management and investment planning services to individuals, families, and businesses. They invest in various securities, including mutual funds, ETFs, stocks, and bonds. Galaria also manages retirement plans for businesses and provides insurance planning and estate planning guidance. They develop investment strategies based on each client's financial goals and risk tolerance, using asset allocation and diversification strategies.
Assets Under Management$83M
Clients135
Advisors3
Avg. per Client$610K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for amounts over $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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