Marchant

Fee-Only (% of Portfolio)

Marchant MC Limited provides investment advisory services on a discretionary basis. Marchant's investment objective is to deliver positive returns through investing on both the long and short side of a portfolio comprised of public equities, concentrated in Europe. Potential investment ideas are generated through a multi-month process. Marchant does not participate in wrap fee programs.

Assets Under Management$320M
Clients2
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Management fees typically range from 1.50% on lower asset tiers to 0.25% on higher tiers. Marchant may be entitled up to a 17.5% Performance Allocation based on the alpha generated by the Adviser relative to the Stoxx 600 and the absolute returns generated by the Adviser.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.