Punch & Associates Investment Management, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Punch & Associates provides investment management and wealth advisory services. Investment management includes managing portfolios for individuals and institutions, and managing private funds. Wealth advisory involves assessing a client's financial situation and creating a plan to address their financial issues. The firm offers several core investment strategies including income, large cap equity, small cap equity, micro cap and nano cap equity, all cap equity, and small/mid cap equity.
Assets Under Management$2.1B
Clients588
Advisors17
Avg. per Client$3.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.72% |
These fees are for institutional clients. Private client accounts are charged 1.00%. Supervised accounts are charged 0.50%. Unmanaged accounts are charged 0.10%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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