Laurent Roux is a registered investment advisor at Gallatin Wealth Management LLC, based in Wilson, WY, with 8 years of industry experience. Laurent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 26 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.44% |
| $50M+ | 0.44% |
Fee may be negotiable for assets over $50 million.
Fee Estimator
Location
3415 N. Pines Way, Suite 101, Wilson, WY, 83014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Laurent is a member of an LLC that serves as General Partner to a private equity fund and serves on the advisory board of the General Partner. He is also the sole owner of Gallatin Advisors, LLC, which owns a minority stake in Willow Street Group, LLC, the sole owner of Willow Street Trust Company, where Laurent serves on the board of directors; these activities take about 10-20% of Laurent's time.
Employment History
Current Registrations
Gallatin Wealth Management LLC
State Registrations1 state
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