Salt Marsh Investments, LLC

Fee-Only (% of Portfolio)

Salt Marsh Investments (SMI) manages investments for two pooled investment vehicles: the Prouty India Fund Limited and PIF Investments, LLC. These funds invest in equity securities listed on major stock exchanges in India. SMI manages the funds on a discretionary basis, following the stated goals of the Prouty India Fund Limited.

Assets Under Management$2.7M
Clients2
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$2.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual incentive fee of 20% of net profits above an 8% preferred return.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm