J.D. Gagnon, Inc. offers discretionary investment management services, meaning they make investment decisions without needing your prior approval. They invest in stocks, bonds, money market securities, mutual funds, and exchange-traded funds. Their main strategy involves actively managing a value-oriented stock portfolio of about 15-25 stocks. They work with individuals, trusts, estates, charities, businesses, and retirement plans.
Assets Under Management$38M
Clients18
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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