GAMA Wealth Management provides investment advisory services through a wrap fee program. This means clients pay a single fee that covers investment advice and transaction costs. GAMA Wealth Management manages accounts based on individual client needs, goals, and risk tolerance. Portfolios may include stocks, bonds, ETFs, mutual funds, and other investments. The firm reviews portfolios at least quarterly and rebalances them as needed.
Assets Under Management$30M
Clients8
Advisors2
Avg. per Client$3.7M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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