Gallugi Wealth Management (GWM) offers investment advice to individuals, high net worth individuals, and charitable organizations. GWM creates customized investment plans based on each client's goals, risk tolerance, and financial situation. GWM primarily uses mutual funds and exchange-traded funds (ETFs) to build portfolios, but may also use individual stocks, bonds, and other investments. GWM acts as a fiduciary, meaning it is legally required to act in your best interest.
Fee Structure
Gallugi Wealth Management's investment advisory fees range from 0.25% to 1.25% annually, depending on the size and complexity of your relationship with them. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities are charged a higher fee. Fees are paid quarterly, in advance.