Merrion Investment Management Co, LLC manages investment portfolios for individuals, family trusts, non-profit organizations, and institutional clients. The firm builds customized portfolios primarily consisting of exchange-traded equities and fixed income securities based on each client's specific goals, risk tolerance, and tax situation. Merrion Investment Management Co, LLC operates as a research-based asset manager, conducting in-house and third-party research to identify undervalued companies and market opportunities. Clients can grant the firm authority to make trades without asking first, or choose to approve trades in advance. The firm prefers a minimum account size of $250,000, though this minimum is negotiable.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are typically 1.00% of assets under management and may be negotiable under certain circumstances.