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
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
James is a self-employed consultant for Dataview LLC, a financial publishing company, since 2013. He spends between 20-50 hours a week on financial analysis, systems development, and website/CRM work.