Kirr, Marbach & Company (KM) manages investment portfolios for individuals, high net worth individuals, corporate retirement plans, and foundations. KM invests with a "Value" style, seeking stocks priced below their assessed intrinsic value. On the fixed income side, KM uses defined maturity exchange-traded funds (ETFs). KM does not make recommendations about retirement account distributions and rollovers, but provides educational information.
Assets Under Management$510M
Clients167
Advisors6
Avg. per Client$3.1M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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