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 Asset
Management
iCore
Galleon Advisor
Services
Galleon Flagship™ Select
Galleon Wealth
Management
Galleon Flagship™ Gold
Galleon Private
Wealth Management
Galleon Flagship™ Platinum
Services begin at$5,000$50,000$500,000$2,00,000+
Feesno more than 0.04%no more than 0.0175%no more than 0.015%no more than 0.015%
Investment Style
Core strategies
Active Management
Management Style
Self-Managed
Financial Advisor
Wealth Management Team
SERVICES AND SOLUTIONS [1]
iCore
Galleon Flagship™ Select
Galleon Flagship™ Gold
Galleon Flagship™ Platinum
Banking and Lending
Banking Solutions
Cash Management
Checking and Savings
Private Banking
Family Office Services
Cash Management and Lending
Family Governance and Dynamics
Lifestyle Advisory
Philanthropy Management
Private Health Care Advisory
Trust, Tax, and Estate Planning
Financial Planning
Corporate and Executive Services
Financial Counseling
Insurance Solutions
Retirement Planning
Retirement Income Planning
Investment Management
Alternative Investments
Asset Management
Fixed Income Solutions
Portfolio Analytics
Portfolio Design and Management
Risk Management Analytics
Sustainable Investing
Tax Strategies
Wealth Management
Private Wealth Management
Managed Philanthropy
Charitable Services
Managed Trust and Estate
Trustee Services
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Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
No commas or special characters.
Fees over ten years*$

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As a fiduciary, it’s our job to place your interests first.

Always.

No matter where you are in achieving your goals, we are always there to help you get to the next level.

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