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Gary Herman

Galloway Capital Partners, LLC
20 Years of Experience
Miami, FL
1 Disclosure
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Gary Herman is a registered investment advisor at Galloway Capital Partners, LLC, based in Miami, FL, with 20 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $10M in assets under management.

Galloway Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$10.0M average
Assets Under Management
$10.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees are based on a percentage of assets under management of up to 1%. Certain clients may negotiate performance-based fee arrangements if they meet wealth or investment minimums.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Miami, FL

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History

Regulatory History (1)
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Judgment / Lien
August 2015
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Employment History
Current Registrations
Galloway Capital Partners, LLC
July 2026 - Present · 3 mos
Previous Registrations
Arcadia Securities, LLCBroker
February 2005 - December 2020 · 15 yrs 10 mos
Burnham Securities INC.Broker
March 1998 - January 2003 · 4 yrs 10 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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