Market Gauge Asset Management

Assets Under Management

$20.3M

Number of Clients

36

Number of Advisors

6

Average Client AUM

$563K

AUM per Advisor

$3.4M

Compensation

Fee-Only (AUM)

About This Firm

Market Gauge Asset Management (MGAM) provides discretionary investment supervisory services to investors and institutional investors. They offer pre-designed portfolio blends and utilize tactical methods. MGAM also acts as a sub-advisor and works with third-party managers. They primarily invest in stocks, ETFs, mutual funds, and cash equivalents.

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%

Management Fees are negotiable. 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 with advanced reporting.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
Areas of Practice
Investment Management
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Location

404 Kiva Court Suite G, Santa Fe, NM, 87505

6 Advisors at this firm