Gallatin Financial Advisors provides consulting and investment management services. Consulting includes financial position analysis, cash flow analysis, investment planning, insurance planning, and wealth transfer. Retainer services are offered at different levels (Bronze, Silver, Gold, Platinum). Account management involves managing client securities accounts on a discretionary basis. They also offer company-sponsored retirement plan consulting services.
Assets Under Management$48M
Clients79
Advisors3
Avg. per Client$600K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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