|
Gagnon Investment Advisory Services, LLC
Advisory Fees
Gagnon Investment Advisory Services, LLC (GIAS) is a financial planning and Registered Investment Adviser located in Mansfield, MA. We provide fee-only financial planning services and investment advice. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies.
Assets Under Management
A comprehensive financial plan is included in the fee for assets under management as well as ongoing financial planning. It also includes work performed by GIAS on special projects that may arise for the client during the year.
GIAS provides investment supervisory services on a non-discretionary basis whereby:
The fee for the services are as follows
Assets Under Management Maximum Annual Fee
First $2,000,000 1.00%
Over $2,000,000 .75%
We require a minimum account size of $700,000 for advisory
services, but may reduce this minimum on a case by case basis depending on the clients circumstances.
Retainer Fees
Our retainer fees allows us to give high quality advice to those who may not have large amounts of investable assets. A high-income earner with a complex financial situation may need comprehensive advice, even if his or her balance sheet has not yet caught up to its potential or a client’s net worth is tied up in real estate or a business.
|