Merrion Investment Management Co. provides investment advice to clients, managing accounts based on their goals, risk tolerance, and tax considerations. The firm primarily invests in exchange-traded equity and fixed income securities. Merrion Investment Management's clients are mainly individuals, family trusts, and non-profit organizations.
Assets Under Management$240M
Clients37
Advisors3
Avg. per Client$6.6M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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