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Benjamin Galloway

Advisor at Greenspring Advisors, LLC

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Firm

Greenspring Advisors, LLC

Location

Towson, MD 21204

Credentials

CFP®, Series 66

Industry experience

9 years

About

Benjamin Galloway is a CFP® professional with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2019. His prior experience includes roles at Merrill Lynch and Bank of America, as well as two years at Stryker Orthopaedics. Outside of his advisory work, he serves on the school board of Immaculate Conception School in Towson, Maryland. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering comprehensive wealth management, private money management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis with regular account reviews, and provides fiduciary and non-fiduciary retirement plan services through platforms such as The (k)larity Plan™.

Client services

Based on Greenspring Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting and educational services

Occupation focus

Based on Greenspring Advisors, LLC

Retired Founder/Business Owner Executive

Fee options

Fixed

Financial Planning fixed fees typically range from $2,000 to $150,000.

Percentage

$0+: Up to 1.35% annually for Wealth Management Services (negotiable) $0 - $100 million: 0.05% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA $100 million - $250 million: 0.03% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA $250 million+: 0.01% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA

Project-based

Financial Planning hourly fees range from $150 to $750 per hour.

Other

Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000 for Wealth Management Services; minimum annual fee of $10,000 for Retirement Plan Consulting Services and Institutional Investment Consulting Services (exceptions may be granted). Fee-only: Financial Planning fees range from $2,000 to $150,000 (fixed fee) or $150 to $750 per hour (hourly rate).

Location

One West Pennsylvania Avenue, Suite 500

Towson, MD 21204

Most active in

Maryland · Texas

Work history

Greenspring Advisors, LLC

2019 - Present (7 years)

Merrill Lynch

2019 - 2019 (1 year)

Bank of AMerica, N.A.

2017 - Present (9 years)

Merrill

2017 - Present (9 years)

Stryker Orthopaedics

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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