Gallatin & Company was established in 1999 and focuses on taxable and tax-exempt bonds, stocks, mutual funds, and closed-end investment companies. They gather information about a client’s financial situation to recommend investments tailored to their individual circumstances. Clients make their own investment decisions in non-discretionary accounts. Gallatin & Company is a fee-only firm and does not accept commissions.
Assets Under Management$98M
Clients50
Advisors1
Avg. per Client$2M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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.
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