Martin Investment Management, LLC
Assets Under Management
$849.1M
Number of Clients
269
Number of Advisors
1
Avg. Portfolio per Client
$3.2M
Avg. Managed per Advisor
$849.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
2000 Pga Blvd, Suite 4440, Palm Beach Gardens, FL, 33408-2738