Moody Aldrich Partners (MAP) identifies niche investment firms and scales their offerings for institutional and private investors. MAP offers US and international equity strategies through investment divisions. MAP provides discretionary portfolio management to institutional investors and separately managed accounts. MAP may recommend model portfolios to unified managed account program sponsors.
Assets Under Management$860M
Clients376
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$290M
Fee Structure
Investment management only (planning not offered)
MAP receives compensation for investment advisory services by charging a fee based on a percentage of the assets they manage. Here are some examples of their fee schedules:
- Eastern Shore Capital Management Small Cap Equity Accounts:
- First $25 Million: 0.90% per year
- Next $25 Million: 0.80% per year
- All Additional Assets: 0.70% per year
- Eastern Shore Capital Management Smid Cap Equity Accounts:
- First $25 Million: 0.90% per year
- Next $25 Million: 0.80% per year
- All Additional Assets: 0.70% per year
- Global Value Advisors Global Equity Accounts:
- First $25 Million: 0.90% per year
- Next $25 Million: 0.80% per year
- All Additional Assets: 0.70% per year
- Global Value Advisors International Small Cap Equity Accounts:
- First $25 Million: 1.00% per year
- All Additional Assets: 0.90% per year
- Global Value Advisors Emerging Markets Accounts:
- First $25 Million: 1.00% per year
- All Additional Assets: 0.90% per year
- MAP Portfolio Solutions Group Accounts: Up to 1.00% per year
Fees are negotiable for certain client types and early investors.
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