Punch & Associates Investment Management, INC.
Assets Under Management
$2.1B
Number of Clients
588
Number of Advisors
17
Average Client AUM
$3.5M
AUM per Advisor
$122.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Punch & Associates offers investment management and wealth advisory services to private and institutional clients. They manage portfolios based on client needs and objectives, incorporating an investment philosophy that seeks to preserve and grow client assets. They offer core strategies including Income, Large Cap Equity, Small Cap Equity, Micro Cap and Nano Cap Equity (Private Funds), All Cap Equity, and Small/Mid Cap Equity.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.72% |
Institutional Client Fee Schedule
Fee Estimator
Our standard investment management fee for private client accounts is 1.00% of gross assets under management. We also offer supervised accounts at 0.50% and unmanaged accounts at 0.10% of gross assets under advisement. Institutional client fees are tiered based on assets under management. Wealth advisory services are generally included, but fees may be negotiated based on complexity. We reserve the right to negotiate fees based on account size and potential future assets.
Areas of Practice
Location
7701 France Avenue South, #300, Edina, MN, 55435