Marvin & Palmer Associates
Assets Under Management
$169.0M
Number of Clients
8
Number of Advisors
2
Average Client AUM
$21.1M
AUM per Advisor
$84.5M
Compensation
Fee-Only (AUM)
About This Firm
Marvin & Palmer Associates is an investment advisory firm founded in 1986, specializing in equity management services. They offer U.S. long only, global absolute return, and global long-short equity strategies. The firm tailors services to client needs and is primarily employee-owned.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100M+ | 0.75% |
Fees negotiable for amounts over $100 million.
Fee Estimator
Fees are based on a percentage of assets under management. For U.S. accounts using the long only strategy, the fee is 0.75% on the first $100 million, and negotiable thereafter. Global strategy accounts are charged 1.00% plus a performance allocation fee of 10% of net profits, subject to a high-water mark. Fees are generally billed quarterly. The firm negotiates fees and may offer lower rates to clients with business or personal relationships.
Areas of Practice
Location
3711 Kennett Pike, Suite 120, Wilmington, DE, 19807