Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.95% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.65% |
Each of the institutional strategies listed has a $5 million minimum account size which may be waived under certain circumstances. Fees are subject to negotiation.
Fee Estimator
ClearBridge's fees for institutional strategies are based on assets under management and are usually billed quarterly. The minimum account size for each institutional strategy is $5 million, but this may be waived under certain circumstances. Fees are subject to negotiation and may vary from the schedules provided. ClearBridge may also charge performance-based advisory fees to qualified clients.
Areas of Practice
Advisor Information
Office location
One Madison Avenue, 18th Floor, New York, NY, 10010
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is on the board of directors for NICSA, a non-profit trade association, since October 2018, dedicating minimal time. He is also a board member for Expect Miracles Foundation since March 2025, dedicating minimal time.