Mad River Investors

Fee-Only (% of Portfolio)

Mad River Investors manages investments for individuals, high net worth individuals, companies, and trusts. They use sub-advisors to manage client portfolios, focusing on opportunistic investments. Mad River also manages Long Point Investors, a private investment partnership. The firm aims to outperform the S&P 500 Index with a contrarian approach, investing alongside their clients.

Assets Under Management$340M
Clients126
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$85M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable depending upon the specific nature of services rendered, the complexity of a client’s investment management needs, and/or the value of a client’s assets under management. Certain clients may also be subject to negotiated fee arrangements where fees are different than the basic fee structure. The above fees are inclusive of those fees Mad River pays sub-advisors.

Fee Estimator
Your Portfolio Value
$500K
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Location

4 Advisors at this firm