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Ibrahim Galaria

Advisor at Galaria Capital Management, LLC

Updated today

Location

Naperville, IL

Credentials

ChFC®, Series 66

Industry experience

23 years

About

Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.

Client services

Based on Galaria Capital Management, LLC

Portfolio management

Expertise

Based on Galaria Capital Management, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance ESG / Sustainable investing

Occupation focus

Based on Galaria Capital Management, LLC

Founder/Business Owner

Fee options

Fixed

Flat fees charged as described in Fees & Compensation Item numbers 5A and 5B.

Percentage

$0 - $1,000,000: 1% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.5% annually $3,000,001+: Negotiable

Commissions

Commission earned on insurance and annuity products sold, separate from advisory fees.

Other

Fee-only: Advisory fees based on assets under management as per tiered schedule; flat fees also charged as described.

Location

Naperville, IL

Most active in

Texas · Virginia

Work history

Galaria Capital Management, LLC

2011 - Present (15 years)

Galaria Capital Management, LLC

1994 - Present (32 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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Active portfolio management Options & derivatives strategies Private / alternative investments
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General retirement planning Social Security optimization Tax-loss harvesting
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General retirement planning Cash flow / budgeting
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