Gygi Capital Management provides financial planning and investment management services. Financial planning covers net worth, objectives, risk tolerance, cash flow, tax projections, retirement forecasting, education funding, estate planning, and risk management. Investment management is offered on a discretionary basis, using mutual funds, exchange-traded funds, and individual securities, customized to individual risk tolerance and goals. Gygi emphasizes a long-term approach.
Fee Structure
Gygi Capital Management's fee for investment management varies depending on the amount of your portfolio, ranging from 0.50% to 2.50%. The specific fee will be disclosed in your investment advisory agreement. You'll be invoiced quarterly, based on the average account value on the first and last day of the quarter. Fees are paid after the quarter ends. Accounts opened mid-quarter will have prorated fees.