Galvanize Wealth is a registered investment advisor owned by Vincent G. Bicicchi, offering personalized investment management and financial planning services. Galvanize Wealth focuses on long-term investment strategies rooted in Modern Portfolio Theory, primarily utilizing low-cost, passively managed mutual funds from Dimensional Fund Advisors, along with exchange-traded funds and individual bond portfolios. For fixed income management, Galvanize Wealth partners with Focus Partners Advisor Solutions for sub-advisory services. In addition to portfolio management, Galvanize Wealth provides financial planning and consulting covering income and estate tax planning, retirement planning, insurance analysis, business sale structures, college savings, and cash flow analysis. The firm primarily serves individuals, high net worth individuals, trusts, charitable organizations, and small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees and account minimums may be negotiable based on family relationships or individual circumstances. Subject to a $5,000 minimum annual fee.