Gambit Capital Management manages investment portfolios, often using exchange-traded funds, individual stocks and bonds, mutual funds, and other investments. They also offer financial planning services covering retirement, estate, tax, business planning, and more. Gambit may recommend third-party managers. They also provide tax preparation services.
Assets Under Management$100M
Clients83
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$17M
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Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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