Gamma Group, Inc. is a registered investment advisor that seeks long-term appreciation through a diversified portfolio of no-load mutual funds, index funds, and ETFs. Gamma Group focuses on fundamentals and long-term investing, avoiding market timing. Portfolios are managed based on the client's risk tolerance. The firm manages assets on a discretionary basis.
Assets Under Management$810K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$810K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.0M | 0.80% |
| $1M+ | 0.80% |
Fees are negotiable for balances above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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