Public Safety Financial/galloway

Fee-Only (% of Portfolio)Fixed/Hourly

Public Safety Financial/Galloway (PSF/Galloway) offers investment advice and manages portfolios for clients. They offer model portfolios designed to meet different investment goals. PSF/Galloway assesses your risk tolerance and financial situation to recommend a suitable portfolio or customized strategy. They also provide investment allocation advice within municipal deferred compensation plans and may offer advisory services through a Self-Directed Brokerage Option, enrollment, and education services. Some of PSF/Galloway's financial advisors are also full-time public safety employees.

Assets Under Management$940M
Clients2,880
Advisors26
Avg. per Client$330K
Avg. per Advisor$36M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

PSF/Galloway Venture Portfolios and PSF/Galloway All Inclusive Portfolios: Fee is a standard 1.25% per year. PSF/Galloway ETF Active Portfolios: Fee is 0.75% per year. PSF/Galloway ETF Passive Portfolios: Fee is 0.35% to 0.75% per year. In rare circumstances, all fees may be negotiable. Certain affiliated persons of PSF/Galloway and family members and personal acquaintances of PSF/Galloway’s affiliated persons may receive advisory services at a discounted rate which is not available to advisory clients generally.

Fee Estimator
Your Portfolio Value
$500K
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Location

26 Advisors at this firm

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