Marvin & Palmer Associates

Fee-Only (% of Portfolio)

Marvin & Palmer Associates is an investment advisory firm founded in 1986 and based in Wilmington, Delaware. The firm focuses primarily on U.S. and global equities, offering three main investment strategies: a U.S. long-only strategy, a global absolute return strategy utilizing depositary receipts and exchange-traded funds, and a global long-short equity strategy. Marvin & Palmer Associates tailors its investment management services to meet individual client needs and allows clients to place restrictions on investing in specific securities. The firm manages assets on a discretionary basis for a variety of clients, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and pooled investment vehicles. Marvin & Palmer Associates relies on fundamental analysis, relative price strength screening, and technical analysis to make investment decisions.

Assets Under Management$200M
Clients7
Advisors2
Avg. per Client$28M
Avg. per Advisor$98M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M1.00%
$100M+0.75%

Fees are negotiable. Global strategies charge 1.00% plus a 10% performance fee on net profits.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Marvin & Palmer Associates - Fees, AUM & Advisors | TrueAdvisor