Duff & Phelps Investment Management CO.
Assets Under Management
$12.2B
Number of Clients
52
Number of Advisors
10
Average Client AUM
$235.2M
AUM per Advisor
$1.2B
Compensation
Fee-Only (AUM)
About This Firm
Duff & Phelps is a boutique investment firm offering discretionary investment management services globally. They specialize in listed real assets, leveraging fundamental research to provide customized investment solutions for institutional and retail clients. They manage approximately $12 billion in assets as of December 31, 2024.
Fee Structure
Investment advisory fees are based on a percentage of the market value of assets under management and are individually negotiated. Specialized investment management fees could be higher depending on the securities. Fees are billed in arrears on a quarterly basis. Minimum account sizes are subject to negotiation. Fees exclude brokerage commissions, transaction fees, and other related costs.
Areas of Practice
Location
10 S. Wacker Drive, 19th Floor, Chicago, IL, 60606