Gamma Group

Fee-Only (% of Portfolio)

Gamma Group, Inc. is a registered investment advisor based in Burr Ridge, Illinois, that has been in business since 1996. The firm is solely owned and operated by Ratnam Chitturi. Gamma Group specializes in managing investment portfolios for individuals, living trusts, individual retirement accounts, and custodial accounts. The firm's investment strategy focuses on long-term capital appreciation by building diversified portfolios primarily composed of no-load mutual funds, index funds, and exchange-traded funds. Gamma Group avoids market timing, individual stocks, and complex financial products, preferring a disciplined and consistent approach that balances risk and return according to each client's profile. Client portfolios are held at an independent custodian, and Gamma Group exercises authority to make trades without asking first on a discretionary basis.

Assets Under Management$810K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$810K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.00%
$750K - $1.0M0.80%
$1M+0.80%

Fees for portfolios above $1,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Gamma Group - Fees, AUM & Advisors | TrueAdvisor