Gamma Asset Management, LLC provides asset management, research, and financial advice to individuals, institutions, corporations, and pooled investment vehicles. Gamma Asset Management, LLC offers customized discretionary portfolios tailored to each client's specific investment objectives, strategies, and risk profile. Additionally, the firm provides non-discretionary advisory services where recommendations and research are provided while clients retain final decision-making authority over their accounts. Services may also include estate and succession planning consulting in coordination with independent professionals, as well as asset consolidation and reporting services. Investment strategies focus on asset preservation and capital appreciation across various financial instruments, including equities, fixed income, options, and alternative investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable. Flat fee arrangements may be entered into for administrative services.