Samuel Bravo is a registered investment advisor at Gallatin Financial Advisors, LLC, based in Mequon, WI, with 1 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 79 clients with $48M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
Mequon, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Samuel is the owner and employee of Compass Tax Advisors, Inc., providing accounting, bookkeeping, and tax preparation services since 2019. This takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Gallatin Financial Advisors, LLC
State Registrations1 state
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