Gygi Capital Management is a registered investment advisor that provides customized investment management and comprehensive financial planning services to individuals, trusts, estates, corporations, and retirement plans. Gygi Capital Management builds diversified portfolios utilizing mutual funds, exchange-traded funds, individual stocks, bonds, and options, tailoring each strategy to the client's risk tolerance, time horizon, and goals. Portfolios are managed on a discretionary basis. In addition to investment management, Gygi Capital Management offers financial planning covering net worth reviews, cash flow analysis, tax projections, retirement forecasting, educational funding, estate planning, and risk management. The firm also provides retirement plan consulting services for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory services fees range from 0.50% to 2.50% depending on assets managed, scope of services, and complexity. Fees are billed quarterly in arrears based on average account value.