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)
Kirr, Marbach & Company, LLC (KM) manages separate accounts and advises the Kirr, Marbach Partners Value Fund. Their equity investment style is "Value," focusing on undervalued stocks. KM also utilizes defined maturity ETFs for fixed income. They provide information on retirement account distributions but do not make recommendations. KM can accommodate client investment restrictions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Using previous tier's fee percentage for the negotiable tier.
621 Washington Street, Columbus, IN, 47201-6231