Galaxy Wealth Management offers portfolio management services tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. GWML also provides pension consulting services to employee benefit plans, including investment guidance and manager monitoring. Financial planning is available as a one-time service or on a subscription basis, covering areas like retirement, college, and tax planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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