Gambit Asset Management provides investment advice and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Gambit offers both discretionary and non-discretionary portfolio management services, tailored to clients' individual needs and investment objectives. The firm also provides financial planning services, covering areas like risk assessment, investment planning, and financial decision-making. Additionally, Gambit offers financial consulting services on specific financial topics.
Assets Under Management$37M
Clients30
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In limited circumstances and in our sole discretion, we may negotiate our advisory fee depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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