Marshfield Associates
Assets Under Management
$7.5B
Number of Clients
4,384
Number of Advisors
10
Average Client AUM
$1.7M
AUM per Advisor
$750.1M
Compensation
Fee-Only (AUM)
About This Firm
Marshfield Associates is a Washington, D.C.-based registered investment adviser offering professional investment advisory services. They are a long-only, value investor, aiming for capital preservation and outperformance of the S&P 500. They offer a Core Value Equity Strategy and a Balanced Strategy. Services are provided through separately managed accounts, wrap fee programs, and model portfolios. They also manage the Marshfield Concentrated Opportunity Fund.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 1.00% |
Standard fee schedule for accounts with more than 60% allocated to equity securities. Fees may be negotiable or modified.
Fee Estimator
Marshfield's fees for separately managed accounts are based on a percentage of assets under management. For accounts with more than 60% allocated to equity securities, the fee is 1.25% for accounts from $1 million to $10 million, and 1.00% for accounts of at least $10 million. For accounts with 60% or less allocated to equity securities, the fee is 1.00% for accounts from $1 million to $10 million, and 0.90% for accounts of at least $10 million. The minimum account size is $1 million, but this may be waived at Marshfield's discretion. Fees may be negotiated based on client circumstances. Wrap fee program fees are negotiated with the program sponsor, not individual participants.
Areas of Practice
Location
21 Dupont Circle Nw, Suite 500, Washington, DC, 20036