Eaton Vance Management
Assets Under Management
$84.9B
Number of Clients
4,053
Number of Advisors
117
Average Client AUM
$20.9M
AUM per Advisor
$725.5M
Compensation
Fee-Only (AUM)
About This Firm
Eaton Vance Management, a subsidiary of Morgan Stanley, offers advisory services in equity, income, mixed-asset, and alternative strategies. They advise registered investment companies, private investment vehicles, and separately managed accounts for institutional clients. Services are also available to individual retail investors through wrap fee programs. Investment decisions rely on fundamental analysis, economic developments, and market conditions.
Fee Structure
Eaton Vance's fees and minimum initial investments can vary based on client circumstances and negotiations. Fees are generally calculated as a percentage of assets under management and billed quarterly. Wrap program participants should consult their program's brochure for fee details. Clients are responsible for brokerage commissions, transaction fees, and other related costs. Additional reporting or consulting services may lead to higher fees.
Areas of Practice
Location
One Post Office Square, Boston, MA, 02109