Assets Under Management
$53.3B
Number of Clients
160
Number of Advisors
29
Average Client AUM
$332.8M
AUM per Advisor
$1.8B
Compensation
Fee-Only (AUM)
Barrow Hanley provides discretionary and non-discretionary investment management services, focusing on global equities and fixed income strategies. The firm's investment recommendations are based on its value strategies. They manage accounts for affiliated entities and have arrangements with Perpetual Group.
Barrow Hanley charges an annual fee based on a percentage of assets under management. The specific percentage varies depending on the investment strategy and the amount of assets managed. Fees are generally payable monthly or quarterly. Minimum initial account size is negotiable under certain circumstances.
2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761