Galileo Planning Group, Inc. is an independent, fee-only registered investment advisor serving high-net-worth individuals, senior corporate executives, and wealthy families. Founded in 2006, Galileo Planning Group, Inc. operates on a non-discretionary basis, meaning clients retain final decision-making authority over all recommendations and trades. The firm offers comprehensive financial counseling that covers asset allocation, retirement planning, estate planning, tax strategies, insurance coverage, charitable giving, employment compensation agreements, and cash and debt management. Galileo Planning Group, Inc. emphasizes a personalized approach with a limited client roster, typically serving individuals with net worths ranging from $5 million to over $100 million.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees are negotiated individually as an annual dollar amount or percentage based on services provided. Customary rates range from 0.25% to 0.35% of advised assets, but actual fees may be higher for smaller accounts or lower (e.g., 0.10%) for larger relationships.