GMG Asset Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. GMG creates an Investment Policy Statement for each client. GMG generally invests in mutual funds, fixed income, equities, ETFs, and other securities. GMG seeks to allocate investment opportunities fairly among its clients.
Assets Under Management$29M
Clients7
Advisors2
Avg. per Client$4.1M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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