Fee Negotiation

To maximize investment program value, institutional investors should actively evaluate and negotiate the fees of investment managers, custodians and recordkeepers.

Negotiation led by thorough analysis

Marquette Associates has over 30 years of experience helping institutions execute custodian, recordkeeper and investment manager searches, perform thorough fee analyses and aggressively negotiate fees. In fact, some clients have saved more than our consulting fee through cost savings generated by our negotiations.

Our proprietary databases, combined with third-party data, enable us to perform customized, ad hoc fee studies on a periodic basis to analyze industry average fees for both traditional and alternative investments. Investment management fees, the industry comparison and total fund expenses are all identified in the quarterly report for Marquette clients.

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