Eagle Asset Management INC
Assets Under Management
$58.5B
Number of Clients
66,684
Number of Advisors
4
Average Client AUM
$877K
AUM per Advisor
$14.6B
Compensation
Fee-Only (AUM)
About This Firm
Eagle Asset Management, founded in 1976, offers equity and fixed income products to institutional and individual investors. The firm focuses on delivering risk-adjusted returns through separately managed accounts and mutual funds. Eagle is a wholly-owned subsidiary of Carillon Tower Advisers, Inc. (Raymond James Investment Management), which is a subsidiary of Raymond James Financial, Inc.
Fee Structure
Eagle charges an annual percentage of assets under management for separate accounts. These fees are negotiable and vary based on client type, investment restrictions, and assets managed. The brochure provides fee schedules for institutional accounts only. Fees do not include custodian, consultant, brokerage, or exchange fees. Management fees for retail clients are typically 1.00% of assets under management for equity objectives, and from 0.30% to 0.50% for fixed income accounts. Some clients may aggregate related accounts to realize discounted management fees.
Areas of Practice
Location
780 Carillon Pkwy, St. Petersburg, FL, 33716