Market Gauge Asset Management provides ongoing portfolio management services to individuals and institutional clients. The firm uses tactical investment strategies based on fundamental, technical, quantitative, and qualitative analysis, focusing primarily on stocks, exchange-traded funds, mutual funds, and cash equivalents. Market Gauge Asset Management creates personalized investment policy statements for each client and utilizes pre-designed portfolio blends tailored to individual goals, time horizons, and risk tolerance. The firm operates with the authority to make trades without asking first. In addition to managing accounts directly, Market Gauge Asset Management licenses trading signals and model portfolios and acts as a sub-advisor for institutional clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee is 1.50%. Clients also pay a 0.10% platform fee. Qualified clients may alternatively agree to performance-based fees (up to 2.50% annual fee plus 15% of capital appreciation). Fees are negotiable.