Federated Investment Counseling
Assets Under Management
$199.6B
Number of Clients
8,578
Number of Advisors
242
Average Client AUM
$23.3M
AUM per Advisor
$825.0M
Compensation
Fee-Only (AUM)
About This Firm
Federated Investment Counseling offers investment supervisory services. They manage equity and fixed income portfolios, including taxable and municipal fixed income. Strategies include dividend income, international equity, and value investing. They also offer specialized municipal bond strategies through their Federated Hermes CW Henderson division.
Fee Structure
Fees for investment supervisory services to Pooled Investment Vehicles generally range from 0.02% to 0.55% (0.05% to 0.37% for current sub-advised Pooled Investment Vehicles) for U.S. vehicles and 0.03% to 1.25% (0.20% to 0.87% for current sub-advised non-U.S. Pooled Investment Vehicles), plus, in certain cases, a performance-based fee for non-U.S. vehicles. Fees are negotiable and may vary based on discussions with the governing bodies or managers of such Pooled Investment Vehicles.
Areas of Practice
Location
1001 Liberty Avenue, Pittsburgh, PA, 15222-3779