Martin Capital Partners provides investment advice tailored to each client's objectives. They typically manage investments with the authority to make trades without asking you first. They focus on high-quality companies that pay and grow their dividends, believing this leads to better returns with less risk. They also manage fixed income investments to balance the portfolio based on your goals.
Assets Under Management$96M
Clients110
Advisors4
Avg. per Client$870K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.95% |
Fees may be negotiable. Sub-advised accounts: 0.50% on all assets. Institutional accounts: 0.55% on assets under $10,000,000, 0.40% on assets between $10,000,001 and $20,000,000, and 0.25% on assets over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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