Assets Under Management
$357.8M
Number of Clients
13
Number of Advisors
N/A
Average Client AUM
$27.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Georgina Asset Management (GAM) manages investment portfolios based on a mutually agreed-upon written investment policy. They also offer Research and Consulting services. GAM tailors advice to each client’s needs and objectives, assisting with investment education, asset allocation, and manager selection.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50.0M - $75.0M | 0.88% |
| $75.0M - $100.0M | 0.75% |
| $100.0M - $125.0M | 0.63% |
| $125M+ | 0.50% |
Fees may be negotiable under certain circumstances. Non-Traditional Assets include a 10% profit participation fee in addition to the AUM fee.
1201 Montana Ave, Suite 205, Santa Monica, CA, 90403