Welcome
GFM Team
Services
Initial Financial Overview
Asset Management
Comprehensive Financial Planning
Retirement Plan Fiduciary Services
Client Vault
Account Access
Our Newsletter
Compliance
Learning Center
Contact Us
Asset Management


Successfully navigating today’s investment environment requires an in-depth knowledge of the markets, the economy and portfolio theory. The increasing volume of available information can be overwhelming to even the most sophisticated investor. Many investment managers work on a commission incentive. A major drawbackto commission relationships is the conflict of interest inherent in this environment.
 
Galecki Financial Management offers an Asset Management service based on the fee schedule listed below. We design and manage diversified portfolios using no-load mutual funds and individual stocks and bonds. We do not sell any products or accept any commissions.  Since our compensation is not based upon generating commissions, you can trust the objectivity of our recommendations.

Our investment strategies are long term in nature and encompass the client’s entire financial situation, changing only when the client’s objectives and prudent risk/reward ratios are taken into consideration. Galecki Financial Management fully researches all investments chosen for client portfolios.

Our investment research focuses on such areas as:

  • Historical returns
  • Low risk relative to other investments in the same category
  • Low risk compared to the market
  • Low expense ratios

Below are the fees charged for our Asset Management service:

Assets Under Management
Fee

  • First $ 500,000 1.25%
  • Next $ 500,000 1.00%
  • Next $ 1,000,000 .75%
  • Over $ 2,000,000 .50%
  • Amounts above $10,000,000 are negotiable.

We meet with Asset Management clients on a quarterly basis. During these meetings we show you the return of your portfolio as a whole, and the return of each individual investment. We explain our strategy and discuss the results.


©2010 Galecki Financial Management, Inc. All rights reserved.