Assets Under Management
$11.7B
Number of Clients
1,392
Number of Advisors
205
Average Client AUM
$8.4M
AUM per Advisor
$56.9M
Compensation
Fee-Only (AUM)
Federated MDTA LLC offers investment supervisory services to Investment Companies and Pooled Investment Vehicles. Fees are based on average net assets and may vary based on discussions with the governing bodies. The firm also uses externally hosted or cloud-based systems and technology, artificial intelligence and machine learning.
Federated MDTA LLC's fees for providing investment supervisory services to Investment Companies generally range from 0.65% to 0.80% of the client's average net assets. Fees for providing investment supervisory services to Pooled Investment Vehicles generally range from 0.40% to 0.50% (0.45% for current subadvised Pooled Investment Vehicles). The firm may also receive a performance-based fee.
125 High Street, Oliver Street Tower, 21st Floor, Boston, MA, 02110