Gagnon Securities, LLC

Commission-BasedFee-Only (% of Portfolio)

Gagnon Securities manages money for clients, both individuals and institutions, on a discretionary basis. Gagnon Securities uses a research-intensive approach to evaluating investments, aiming for capital appreciation by selecting stocks and balancing risk. The firm invests with a long-term perspective, understanding that volatility is inevitable.

Assets Under Management$530M
Clients1,202
Advisors19
Avg. per Client$440K
Avg. per Advisor$28M

Fee Structure

Investment management only (planning not offered)

Gagnon Securities charges fees for advisory and brokerage services.

For non-retirement accounts, clients pay a commission on each buy and sell transaction, up to 2% of the trade amount, plus a transaction fee up to $0.04 per share.

For retirement accounts and former Townsend Group Investments clients, Gagnon Securities charges a management fee of 2.25% per year for long-only accounts or 3.00% per year for hedged accounts, calculated monthly. These accounts do not pay commissions or transaction fees.

Loading...
Location

19 Advisors at this firm