TrueAdvisor
TrueAdvisor
KS
KS

Keith Schneider

Market Gauge Asset Management
10 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Market Gauge Asset Management
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
36 clients
Average Client Portfolio
$563K average
Assets Under Management
$20.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%

Management Fees are negotiable. In addition to the investment management fee clients will be charged a .10% platform fee for the use of the Advyzon trading services and client portal with advanced reporting.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

404 Kiva Court Suite G, Santa Fe, NM, 87505

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History

Regulatory History (1)
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Customer Dispute
January 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other 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.

Employment History
Current Registrations
Market Gauge Asset Management
August 2015 - Present · 10 yrs 6 mos
State Registrations3 states
CANMTX
Advisor
Exams
No exam information available for this advisor.