John Hancock Investment Management LLC
Assets Under Management
$202.2B
Number of Clients
35,239
Number of Advisors
158
Average Client AUM
$5.7M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)
About This Firm
John Hancock Investment Management acts as a "manager of managers," providing discretionary investment advisory services to the John Hancock Funds. It administers the business affairs of the Trusts, negotiates with sub-advisers, supervises their activities, and develops overall investment strategies for the funds. The firm also provides compliance support and oversight.
Fee Structure
Advisory and sub-advisory fees charged to the John Hancock Funds are based on a percentage of assets under management, ranging from 0.20% to 1.43%. The John Hancock Funds may benefit from a complex-wide fee waiver that is triggered by reaching certain asset levels. John Hancock Investment Management may receive a fee that is based on a fund’s assets as well as portion of the fund’s income. The John Hancock Funds typically pay John Hancock Investment Management to provide administrative and legal services to the John Hancock Funds based on the cost of providing such services (including an allocation of overhead).
Areas of Practice
Location
200 Berkeley St., Boston, MA, 02116-5022