Segall Bryant & Hamill
Assets Under Management
$21.3B
Number of Clients
5,193
Number of Advisors
4
Average Client AUM
$4.1M
AUM per Advisor
$5.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SBH offers investment management and advisory services in domestic and international equity, fixed income, and alternative investments. They cater to individuals, corporations, foundations, public funds, and more, through separate accounts, wrap programs, and registered investment companies. SBH also provides sub-advisory services.
Fee Structure
Fees are negotiable and can vary based on account size, relationships, and services provided. Clients are billed quarterly in advance, and fees are calculated on the market value of assets. Fee schedules may differ for some clients. SBH may offer discounts to associated persons or their families. Fees exclude brokerage commissions and other related costs. Minimum account sizes are listed in the fee table above.
Areas of Practice
Location
10 South Wacker Drive, Suite 3100, Chicago, IL, 60606