Morgan Stanley Investment Management INC.
Assets Under Management
$619.2B
Number of Clients
21,920
Number of Advisors
23
Average Client AUM
$28.2M
AUM per Advisor
$26.9B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MSIM offers investment advisory services to registered investment companies, private investment vehicles, and separately managed accounts. They provide advice on asset allocation and encounter potential conflicts of interest due to their broad range of financial activities. Services are available through wrap fee programs and dual contract arrangements.
Fee Structure
Management fees vary and are negotiable based on client circumstances. Fees are generally billed quarterly, either in advance or arrears, based on market values. The fees listed do not include custodial or other applicable fees. Clients may incur additional expenses such as brokerage commissions and transaction fees. Some strategies invest in REITs, ETFs, and CLOs, which have their own fees. MSIM may receive performance-based fees from certain clients. Clients in wrap fee programs should refer to their program documents for fee details.
Areas of Practice
Location
1585 Broadway, New York, NY, 10036