Martin Capital Management offers investment management services, determining investment goals, risk tolerance, and objectives to create tailored strategies. Martin Capital may hire sub-advisors or recommend third-party managers. Martin Capital also acts as a liaison between clients and third-party managers, receiving referral fees.
Assets Under Management$5.2M
Clients2
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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