M3f, INC.

Fee-Only (% of Portfolio)

M3F provides asset management services on a discretionary basis. It primarily manages a privately offered investment fund, M3 Partners, LP. M3F may also offer investment advisory services to separately managed accounts tailored to individual client needs. M3F focuses on making long and short investments, primarily in common stocks of companies in the financial services industry.

Assets Under Management$770M
Clients1
Advisors2
Avg. per Client$770M
Avg. per Advisor$380M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

M3f, INC. | TrueAdvisor