Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Management Fees are negotiable.
Fee Estimator
MGAM charges an annual investment management fee of 1.50% of assets under management. This fee may include third-party manager fees, ranging from 0.25% to 1%, but total fees will not exceed 2.5% of assets under management. Clients also pay a 0.10% platform fee for Advyzon trading services. Management fees are negotiable. Qualified clients may also pay a performance-based fee of 15% of capital appreciation, in addition to a management fee not to exceed 2.5%.
Areas of Practice
Advisor Information
Office location
404 Kiva Court Suite G, Santa Fe, NM, 87505
Get directionsRegulatory History (1)
Customer Dispute
January 2015Other Business Activities
Keith is the CEO of Dataview, LLC, a financial publishing and data analytics company, dedicating about 10-20% of his time to managing business affairs and conducting training conferences. He is also the CEO of Wizard IP, LLC and Vice President of Picatinny Intellectual Partners, both software development companies, spending minimal time on each.