Marquette Associates is an employee-owned registered investment advisor headquartered in Chicago, Illinois, with additional offices across the country. Founded in 1986, Marquette Associates primarily offers non-discretionary and discretionary investment consulting and supervisory services to a wide variety of clients, including institutions, individuals, families, family offices, trusts, and charitable organizations. Services include asset allocation modeling, manager search and selection, performance reporting, investment policy development, and fee negotiation. Marquette Associates takes into consideration each client's risk tolerance, cash flow needs, and return expectations. Clients can set reasonable restrictions on their accounts. The firm does not participate in wrap fee programs or accept soft dollar payments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee percentages range from 0.05% to 0.90% annually based on assets under management or advisement, portfolio complexity, and other factors. Flat fees and hourly rates are also available.