MarkitLend Investment Advisors offers investment advice and financial planning, focusing on fixed income and credit-based investments, particularly peer-to-peer loans. They tailor their services to accredited and institutional investors, creating customized investment mandates based on the client's objectives, risk tolerance, and financial situation. MarkitLend does not hold client funds directly, ensuring client access and control through a custodian bank.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $50.0M | 0.90% |
| $50M+ | 0.40% |
These fees apply to Equities portfolios. Other portfolio types have different fee schedules. Fees are adjusted and negotiated on a client by client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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