GAMMA Investing is a registered investment advisor that provides portfolio management services to wealth management intermediaries and registered investment advisor firms, who then serve individuals, families, and family offices. GAMMA specializes in custom indexing solutions through separately managed accounts. GAMMA primarily acts as a sub-advisor but also works directly with a limited set of individuals who are friends and family of employees. However, they are currently not taking on new direct clients.
Assets Under Management$1.4B
Clients6
Advisors7
Avg. per Client$240M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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