Todd Marvin is a CFA-designated registered investment advisor at Marvin & Palmer Associates, based in Wilmington, DE, with 28 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100M+ | 0.75% |
Fee schedule for U.S. accounts managed according to the U.S. long only strategy. The fee is negotiable after the first $100 million. The fee schedule for accounts managed according to our global strategies is 1.00% of the market value of the assets invested plus a performance allocation fee of 10% of the net profits earned in the account and subject to a high-water mark.
Fee Estimator
Location
1201 N. Market Street, Suite 2300, Wilmington, DE, 19801-1165
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Marvin & Palmer Associates
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.