Gygi Capital Management

Assets Under Management

$28.3M

Number of Clients

361

Number of Advisors

1

Average Client AUM

$78K

AUM per Advisor

$28.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Gygi Capital Management provides financial planning and investment supervisory services. Financial planning covers a broad range of topics, and investment management is offered on a discretionary basis, using mutual funds, ETFs, and individual securities. They also offer retirement plan services.

Fee Structure

Financial Plan Fee:$200 - $2,000
Hourly Rate:$150/hr

Gygi's fee for advisory services ranges from 0.50% to 2.50% of assets under management, depending on the amount of assets, scope of services, and complexity of the client's situation. Clients are invoiced quarterly in arrears. Hourly services are available at $150/hour with a $200 minimum. Flat fees range from $200 to $2,000 depending on the complexity of the engagement.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

4674 West 9980 North, Cedar Hills, UT, 84062

1 Advisors at this firm