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 and are the sole and absolute discretion of the Adviser.
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, not to exceed 2.5% of assets under management. The firm generally requires a minimum account size of $100,000, but this may be waived.
Areas of Practice
Advisor Information
Office location
319 Barry Avenue South, Suite 210, Wayzata, MN, 55391
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin is a Senior Vice President of Investments at Rocket Capital Management LLC since 2019. This activity is investment-related.