Gamma Asset Management offers asset management, research, and financial advice to individuals, institutions, corporations, and pooled investment vehicles. Gamma provides both discretionary and non-discretionary accounts, tailoring investment strategies to each client's objectives and risk profile. Services include customized portfolios and recommendations on securities and cash investments. Gamma may also provide estate and succession planning consulting and asset consolidation and reporting services for a negotiated fee.
Assets Under Management$420M
Clients103
Advisors6
Avg. per Client$4.1M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable. Adviser may enter flat fee arrangements from time to time, typically for administrative services provided to clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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