Mar Vista Investment Partners manages equity portfolios, specifically U.S. Quality and U.S. Quality Premier, for a variety of clients. Mar Vista seeks to invest in high-quality growth businesses trading at discounts to fair value. Mar Vista provides investment advisory services to separately managed client accounts and wrap accounts generally on a discretionary basis as well as recommendations for Unified Managed Accounts on a non-discretionary basis.
Fee Structure
Mar Vista Investment Partners manages investments in two strategies, U.S. Quality and U.S. Quality Premier. The fees are based on the amount of assets managed.
For the U.S. Quality strategy, the annual fee is:
- First $1 million to $25 million: 0.75%
- Next $25 million: 0.60%
- Next $50 million: 0.50%
- Over $100 million: Negotiable
For the U.S. Quality Premier strategy, the annual fee is:
- First $1 million to $25 million: 0.50%
- Next $25 million: 0.40%
- Next $50 million: 0.35%
- Over $100 million: Negotiable
Fees may vary based on special circumstances, and Mar Vista reserves the right to negotiate fees with clients.