Assets Under Management
$7.5B
Number of Clients
4,384
Number of Advisors
10
Average Client AUM
$1.7M
AUM per Advisor
$750.1M
Compensation
Fee-Only (AUM)
Marshfield Associates, Inc. is a registered investment adviser providing professional investment advisory services since 1989. They manage assets for institutional and individual clients using a long-only, value investing approach, aiming for capital preservation and outperformance of the S&P 500. They offer a Core Value Equity Strategy and a Balanced Strategy with fixed income allocation.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee schedule applies to accounts with more than 60% allocated to equity securities. Lower fees apply to accounts with 60% or less allocated to equity securities: 1.00% for accounts from $1 million - $10 million and 0.90% for accounts of at least $10 million.
21 Dupont Circle Nw, Suite 500, Washington, DC, 20036