Kirr, Marbach & Company, LLC
Assets Under Management
$513.4M
Number of Clients
167
Number of Advisors
6
Average Client AUM
$3.1M
AUM per Advisor
$85.6M
Compensation
Fee-Only (AUM)
About This Firm
KM manages separate accounts and advises the Kirr, Marbach Partners Value Fund. Their equity investment style is "Value," focusing on undervalued stocks. Fixed income investments utilize defined maturity ETFs. KM provides information on Retirement Account distributions and rollovers, but does not make recommendations.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
KM charges an annual fee based on the market value of your assets. The standard fee is 1.50% on the first $500,000 and 1.00% on amounts over $500,000. Fees are negotiable for accounts over $10,000,000. Institutional accounts have a different fee schedule. Fees are billed quarterly in advance. Clients also incur brokerage commissions and custody fees. KM does not receive any portion of these fees and costs.
Areas of Practice
Location
621 Washington Street, Columbus, IN, 47201-6231