AW

Andrew Rowan Willey

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
185 advisors
Number of Clients
26,315 clients
Average Client Portfolio
$9.1M average
Assets Under Management
$238.8B

Fee Structure

Minimum Investment:$100K

Lord Abbett's investment advisory fees are typically based on a percentage of the account value. Fees are set based on the investment strategy and the type and level of services provided. Fees are negotiable and may vary based on client circumstances, asset levels, and service requirements. Minimum account sizes for institutional separate accounts typically range from $10 million to $100 million, while managed accounts generally range from $100,000 to $500,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

30 Hudson Street, Jersey City, NJ, 07302-4804

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lord, Abbett & CO. LLC
March 2010 - Present · 15 yrs 10 mos
Lord Abbett Distributor LLCBroker
March 2010 - Present · 15 yrs 10 mos
Previous Registrations
Hennion & Walsh, INC.Broker
August 2009 - November 2009 · 3 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.