Galleria Financial Advisors (GFA) offers investment management services to individuals, trusts, estates, and charities. GFA helps clients determine financial objectives, identify financial problems, manage cash flow, manage investments, and evaluate risk tolerance. GFA is a fee-only firm and does not sell commissioned products. Investment advice is provided on a non-discretionary basis, meaning the client makes the final investment decisions.
Assets Under Management$240M
Clients140
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee is $10,000 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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