Martin Capital Partners manages investment portfolios for individuals, high net worth individuals, trusts, corporations, and other organizations. The firm focuses on building equity portfolios around high-quality companies with a strong history of paying and growing dividends, complemented by fixed-income allocations when suitable. Martin Capital Partners operates with discretionary authority to make investment decisions on behalf of clients, using fundamental bottom-up security analysis. The firm also offers sub-advisory services to other registered investment advisors and participates in certain wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.24% |
| $1M+ | 0.95% |
Fees are negotiable on a client-by-client basis. Sub-advised accounts are charged 0.50% on all assets. Institutional assets have a separate tiered schedule starting at 0.55%.