Market Gauge Asset Management (MGAM) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. MGAM uses pre-designed portfolio blends and manages accounts on a discretionary basis, selecting securities and executing transactions without prior client permission. MGAM also acts as a sub-advisor to institutional clients, providing trading signals and analysis. MGAM may utilize third-party managers to further manage client portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
In addition to the investment management fee, clients will be charged a .10% platform fee for the use of the Advyzon trading services and client portal. Fees are negotiable. Qualified Clients may pay an annual fee not to exceed 2.5% of assets under management along with a performance fee based on capital appreciation. If the portfolio rises in value, then the client will pay 15% on that increase in value.