Martin Investment Management (MIM) is an equity-oriented investment advisor that manages investment portfolios for individuals, high net worth individuals, trusts, pension plans, other asset managers, pooled investment vehicles, and charitable organizations. MIM determines an appropriate investment strategy based on each client's objectives and risk tolerance. Portfolios are specifically managed to meet the individual objectives of each client. MIM also licenses its investment strategies to platforms that operate other investment model programs.
Assets Under Management$850M
Clients269
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$420M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard fee is 1.5%, but fees are negotiable and may vary. Fees on amounts above $5 million may be discounted to 0.75% in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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