Marram Investment Management, LLC
Assets Under Management
$46.2M
Number of Clients
66
Number of Advisors
1
Average Client AUM
$700K
AUM per Advisor
$46.2M
Compensation
Fee-Only (AUM)
About This Firm
Marram Investment Management, LLC provides discretionary investment advisory services to individuals, high net worth individuals, and other entities via separately managed accounts. The firm invests opportunistically in a variety of securities with the objective of achieving long-term superior risk-adjusted returns. They do not specialize in any particular type of advisory service.
Fee Structure
Marram generally charges an annual management fee of 2% of client's assets under management for non-qualified clients and 1% for qualified clients. If the client has not funded the account with the minimum investment amount within 90 days, they will be charged a non-funding account fee at $250 per hour. The minimum investment amount is $250,000, but this may be waived at Marram's discretion. Fees are generally non-negotiable, but Marram may waive or reduce fees at its discretion.
Areas of Practice
Location
1220 Main Street, Suite 400, Vancouver, WA, 98660