Marco Investment Management (MIM) offers portfolio management services, including specialized option strategies. MIM works with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. MIM manages investment portfolios on a discretionary basis, but clients can impose certain written restrictions. MIM also offers financial planning services on a limited basis, usually in conjunction with portfolio management.
Assets Under Management$1.7B
Clients270
Advisors5
Avg. per Client$6.4M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum annual fee of $5,000. Exceptions to the minimum portfolio value and fee arrangements may be made at Marco Investment Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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