Bny Advisors
Assets Under Management
$24.0B
Number of Clients
95,863
Number of Advisors
14
Average Client AUM
$250K
AUM per Advisor
$1.7B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BNY Mellon Advisors offers customized portfolio management and Outsourced Chief Investment Officer (OCIO) services to institutional clients, both in the U.S. and globally. Services include portfolio design, manager research and selection, investment analytics, economic and capital market research, and discretionary portfolio management. They invest in a wide variety of asset classes, including private equity, hedge funds, and liquid alternatives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fee Estimator
Investment management and advisory fees are charged as a percentage of assets under management. For retail clients, the management fee schedule is 0.50% on the first $50 million, 0.40% on the next $50 million, and 0.30% thereafter per year. Institutional client fees range from 0.03% to 0.50% depending on investment objectives and the dollar amount of the investment. Clients may also incur investment management fees from selected managers. ResearchFlex subscription fees start at $100,000 per year.
Areas of Practice
Location
1800 American Blvd., Suite 300 - Pod D, Pennington, NJ, 08534