Homestead Advisers CORP.
Assets Under Management
$7.7B
Number of Clients
2
Number of Advisors
11
Average Client AUM
$3.9B
AUM per Advisor
$703.2M
Compensation
Fee-Only (AUM)
About This Firm
Homestead Advisers provides investment advice to benefit plans, private advisory clients in separately managed accounts, and separate accounts of its parent company. It also offers financial planning to shareholders and potential shareholders of the Homestead Funds and provides model portfolio recommendations to program sponsors. They manage mutual funds as well.
Fee Structure
Homestead Advisers employs several negotiable fee schedules based on assets under management and investment strategy. These include fees for equity SMAs (0.32% - 0.70%), fixed income SMAs (0.10% - 0.40%), plans (fixed income - cost reimbursable, equity - 0.20%), model portfolio program sponsors (0.35% to 0.65% for large value strategies), affiliate accounts (varying fees), and the Homestead Funds (0.40% - 0.85%). A private advisory client will not be charged an advisory fee for assets invested in Homestead Funds.
Areas of Practice
Location
4301 Wilson Blvd., Arlington, VA, 22203-1860