Assets Under Management
$2.1B
Number of Clients
588
Number of Advisors
17
Average Client AUM
$3.5M
AUM per Advisor
$122.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Punch & Associates offers discretionary portfolio management to private and institutional clients, and wealth advisory services. They manage assets using various strategies, incorporating an investment philosophy that seeks to preserve and grow client assets. They also serve as investment adviser to two private funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.72% |
Fees are for institutional clients. Private client fee is 1.00% of gross assets under management.
7701 France Avenue South, #300, Edina, MN, 55435