Marshfield Associates offers investment advisory services to both institutional and individual clients. They focus on long-term value investing, aiming for capital preservation and outperforming the S&P 500 Index. Their core strategy involves a concentrated portfolio of around 16 to 20 stocks. They also offer a balanced strategy that includes fixed income securities. Marshfield provides these services through separately managed accounts and wrap fee programs.
Assets Under Management$7.5B
Clients4,384
Advisors10
Avg. per Client$1.7M
Avg. per Advisor$750M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 1.00% |
For accounts with more than 60% allocated to equity securities. For accounts with 60% or less allocated to equity securities: 1.00% for accounts from $1 million - $10 million and 0.90% for accounts of at least $10 million. Fees may be negotiated or modified.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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