Del Gallo Financial Services provides investment advice and financial planning to individuals, pension plans, trusts, estates, charities, and businesses. Services include portfolio management using mutual funds and ETFs, financial planning covering various life areas, and consulting on insurance, investments, and retirement. Del Gallo Financial Services also acts as a solicitor for third-party investment managers and trust companies.
Fee Structure
Del Gallo Financial Services manages investment portfolios for a fee based on a percentage of the assets managed, generally ranging from 0.50% to 1.50% annually. A minimum of $150,000 in assets is required for this service, though this may be negotiable. Fees are invoiced quarterly based on the portfolio's value at the end of the previous quarter.