Galleon Wealth Advisors offers comprehensive financial services, including personalized investment management, detailed financial planning, and specialized business exit consulting. Galleon Wealth Advisors builds custom portfolios using a mix of stocks, bonds, mutual funds, and exchange-traded funds, relying on Modern Portfolio Theory and active or passive strategies tailored to each client's risk tolerance and goals. For investment management clients who also receive a comprehensive financial plan, ongoing plan monitoring is included at no extra charge. The firm takes a holistic approach, addressing areas such as retirement planning, tax strategies, estate planning, cash flow management, employee benefits, and business succession. Galleon Wealth Advisors operates as a fee-only firm, meaning compensation comes exclusively from client fees without commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's discretion based on factors such as pre-existing relationships, family accounts, and anticipated future assets.