Marram Investment Management provides investment advisory services to individuals and high net worth individuals, aiming for long-term, risk-adjusted returns. Marram invests in various securities and doesn't specialize in any particular advisory service. Clients can request restrictions on certain investments, but Marram retains ultimate authority. Marram does not participate in wrap fee programs.
Assets Under Management$48M
Clients67
Advisors1
Avg. per Client$720K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Generally charges 2% for non-qualified clients and 1% for qualified clients. May also charge performance-based fees for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...