Galvanize Wealth manages investment portfolios for individuals, families, retirement plans, trusts, charities, and small businesses. They work with clients to determine their investment goals and risk tolerance, then create a written investment plan. Galvanize Wealth primarily uses no-load mutual funds, including Dimensional Fund Advisors (DFA) funds. They also offer financial planning and consulting services, which may include advice on estate planning, real estate, and insurance. Implementation of financial planning recommendations is at the client's discretion.
Assets Under Management$22M
Clients7
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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 may be negotiable based on family relations or individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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