Galleon Flagship™ Platinum

Galleon Flagship™ Platinum Solutions

Benefits and Features

Designed for high-net-worth clients with unique tax, wealth, estate, family, and charitable giving needs and goals.
For high-net-worth clients, Galleon Flagship™ Platinum services include portfolio management, financial counseling, prime brokerage, active management, risk management, custom global research, customized portfolio analytics, cash management, estate & trust services, family governance & legacy planning, family office advisory, insurance solutions, lifestyle advisory, managed philanthropy, portfolio construction, tax strategies, technical insights, and wealth analytics & solutions.

Explore Platinum Services and Solutions

Explore more solutions and define your investment goals.

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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