Manhattan Global Asset Management (MGAM) offers wealth management services to individuals, corporations, non-profits, foundations, and trusts. They provide both discretionary and non-discretionary investment management, using mutual funds, exchange-traded funds, individual securities, and annuities. MGAM tailors its services to each client's financial situation, gathering insights through financial planning. Discretionary accounts are actively traded and re-balanced, while non-discretionary accounts require client consultation before any changes.
Assets Under Management$210M
Clients42
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Annual fees are negotiable. Cash Management Accounts: 0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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