Russell Twiss is a registered investment advisor at Gallatin & Company, LLC, based in Vero Beach, FL, with 14 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallatin & Company's annual investment advisory fees typically range from 0.0% to 2.0% of the value of your portfolio, but fees are negotiable and determined on a case-by-case basis. In some cases, clients may pay a predetermined fee instead of a percentage of assets.
Location
2145 14th Ave., Suite 15, Vero Beach, FL, 32960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gallatin & Company, LLC
State Registrations4 states
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