Gallatin Wealth Management (GWM) offers portfolio management services tailored to individual client needs and financial circumstances. GWM develops a personal investment policy and manages a portfolio based on that policy. GWM also provides Family Wealth Consultation Services, including family governance, financial education, risk management, and philanthropy coordination. GWM may refer clients to independent registered investment advisors and monitor their performance.
Assets Under Management$60M
Clients26
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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