Market Gauge Asset Management
Assets Under Management
$20.3M
Number of Clients
36
Number of Advisors
6
Average Client AUM
$563K
AUM per Advisor
$3.4M
Compensation
Fee-Only (AUM)
About This Firm
Market Gauge Asset Management (MGAM) provides discretionary investment supervisory services to individual and institutional investors. They create investment policy statements, offer pre-designed portfolio blends, and utilize tactical investment methods. MGAM also acts as a sub-advisor and works with third-party managers to diversify client portfolios. They generally limit investment advice to stocks, ETFs, mutual funds, and cash equivalents.
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
Location
404 Kiva Court Suite G, Santa Fe, NM, 87505