GAMSG Financial Advisors provides portfolio management services to individual investors. GAMSG offers a free initial consultation to understand your investment objectives, financial situation, and risk tolerance. Client accounts are managed on a discretionary basis, meaning GAMSG can buy or sell securities without prior approval. GAMSG monitors client accounts daily and reviews them formally with clients to discuss investment performance and make necessary changes.
Assets Under Management$11M
Clients99
Advisors1
Avg. per Client$110K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.53% |
| $250K - $500K | 1.28% |
| $500K - $1.0M | 1.18% |
| $1.0M - $5.0M | 1.03% |
| $5M+ | 0.93% |
GAMSG's management fee is negotiable and GAMSG offers discounts to select friends of the Firm, employees, and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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