Gorges Capital Management is a registered investment advisor founded and operated by Edmond Gregory Howard Gorges, based in Rochester, New York. The firm provides discretionary investment management services exclusively through a two-model, five-blend separately managed account program designed to generate consistent monthly income and broad diversification using exchange-traded funds. Gorges Capital Management does not offer financial planning, retirement plan consulting, or customized portfolio restrictions. Client accounts are allocated between a Conservative Model and an Enhanced Model based on suitability, with margin borrowing available exclusively for the Enhanced Model portion of an account. The firm requires all client accounts to be held at Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual advisory fee of 0.50% is charged on net equity. Fees are generally not negotiable, though the firm reserves the right to negotiate in limited circumstances.