Galliott Capital Advisors provides investment management and financial planning services to high and ultra-high net worth individuals, families, and businesses. Galliott Capital offers asset management, comprehensive portfolio management, financial planning & consulting, and multi-family office services. Galliott Capital also provides institutional and retirement plan consulting. Investment strategies include alternative investments, asset allocation, fixed income, long-term purchases, margin transactions, and options.
Fee Structure
Galliott Capital offers two investment management services:
- Asset Management: The maximum annual fee is 1.50%, negotiable, billed quarterly based on the average daily balance.
- Comprehensive Portfolio Management: The maximum annual fee is 1.75%, negotiable, billed quarterly based on the average daily balance. This service includes financial planning or consulting services.
If a third-party money manager is chosen, Galliott Capital's fees are in addition to the third-party manager's fees. Galliott Capital also manages private investment vehicles and receives fees for these services.