Clearbridge Investments, LLC
Assets Under Management
$180.8B
Number of Clients
122,375
Number of Advisors
45
Average Client AUM
$1.5M
AUM per Advisor
$4.0B
Compensation
Fee-Only (AUM)
About This Firm
ClearBridge Investments offers investment solutions emphasizing differentiated, bottom-up stock selection. They provide discretionary investment management services in multiple formats, including institutional and retail separate accounts, mutual funds, and commingled investment vehicles. They integrate ESG considerations into their fundamental research process.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.95% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.65% |
Each of the institutional strategies listed has a $5 million minimum account size which may be waived under certain circumstances. Fees are subject to negotiation.
Fee Estimator
ClearBridge's fees for institutional strategies are based on assets under management and are usually billed quarterly. The minimum account size for each institutional strategy is $5 million, but this may be waived under certain circumstances. Fees are subject to negotiation and may vary from the schedules provided. ClearBridge may also charge performance-based advisory fees to qualified clients.
Areas of Practice
Location
One Madison Avenue, 18th Floor, New York, NY, 10010