Individual Investing Account
An individual account is a standard brokerage account with only one owner. It allows the owner to trade stocks, bonds, ETFs, and more. You can also access powerful proprietary and third-party research, get 24/7 service and support, and trade your own account, or have your account managed by one of our wealth management professionals through our wholly-owned subsidiary, Galleon Wealth Management.
AccountsIndividuals & FamiliesIndividualJoint(JTWROS)Joint(TIC)
Retirement & IRAsTraditional IRAROTH IRASEP IRARollover IRA401(k) and 403(b) Rollovers
Trust, Estate & CharitableGalleon Flagship TrustGalleon Flagship EstateCharitable Equity Opportunities (CEO)
Education & Custodial529 PlansCustodialEducation Savings
Special Purpose Accounts Impact InvestingGreen PortfoliosHedge FundsMedical
Businesses & CorporationsCorporationPartnershipLimited Liability CompanyEmployee Retirement PlansGeneral Business Investing
Professional AccountsAdvisersInstitutionalMoney Management
There is no-minimum funding required to open an account. However, in order to received Galleon Flagship Services, the following minimums apply.