Kirr, Marbach & Company, LLC
Assets Under Management
$513.4M
Number of Clients
167
Number of Advisors
6
Avg. Portfolio per Client
$3.1M
Avg. Managed per Advisor
$85.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Kirr, Marbach & Company (KM) manages investment portfolios using a "value" investing style, focusing on stocks believed to be undervalued. KM also invests in fixed income securities through exchange-traded funds. KM does not make recommendations about retirement account distributions and rollovers. KM can accommodate client investment restrictions. KM also manages wrap fee program accounts.
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
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Location
621 Washington Street, Columbus, IN, 47201-6231