Gil Baumgarten

That’s because brokerage firms have built their businesses on profiting in the shadows, and they surely don’t want the lights to come on. After 25 years on Wall Street and over a decade as a fee-only fiduciary RIA, Gil Baumgarten knows all the brokerage tactics that make your portfolio inefficient and put you at a disadvantage. He also understands the common, self-destructive tendencies that make every investor vulnerable to brokerage firm schemes.