| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Using previous tier's fee percentage for the negotiable tier.
621 Washington Street, Columbus, IN, 47202-1729
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Learn about disclosures →Matthew is a Partner and Director of Client Service at Kirr, Marbach & Company, LLC, focusing on investment management. This takes significantly more than full-time hours each month, with a few hours during securities trading hours.