Marvin & Palmer Associates is an investment advisory firm offering equity management services, primarily focusing on U.S. and Global Equities through a U.S. long only strategy, a global absolute return strategy, and a global long-short equity strategy. They tailor services to client needs and bill based on a percentage of assets under management, with fees sometimes based on portfolio performance. The firm manages separately managed accounts and investment entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100M+ | 0.75% |
Fee schedule for U.S. accounts managed according to the U.S. long only strategy. The fee is negotiable after the first $100 million. The fee schedule for accounts managed according to our global strategies is 1.00% of the market value of the assets invested plus a performance allocation fee of 10% of the net profits earned in the account and subject to a high-water mark.