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galliott capital advisors, llc

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galliott capital advisors, llcbeverly hills, CA

Additional Information

Galliott Capital Advisors provides personalized wealth management and investment advisory services for affluent families and sophisticated entrepreneurs, offering comprehensive financial stewardship across public markets, private markets, and alternative investments. The firm serves as a virtual family office for globally-oriented clients, many maintaining primary residences abroad, with over 20 years of experience managing complex, multigenerational financial needs.

Specializes in

Wealth preservation strategiesMultigenerational financial planningInternational and multi-jurisdictional financial challengesTangible asset managementRisk managementFamily matters

Services

Public Markets Investment ManagementPrivate Markets Investment ManagementDirect InvestmentsFinancial AdministrationTax AccountingTrust and Entity SupportAircraft and Yacht Advisory ServicesArt Advisory ServicesHome Advisory ServicesProperty and Casualty Protection+10 more

Established more than 20 years

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 310-362-3320

Website: https://www.galliott.com

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Frequently Asked Questions

How much does a financial advisor cost in beverly hills?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.