BMO Capital Markets CORP.
Assets Under Management
$1.2B
Number of Clients
117
Number of Advisors
N/A
Average Client AUM
$10.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
BMOCMC offers Client Research Services, including proprietary equity research reports and access to research analysts. It also provides investment advisory services to affiliated and non-affiliated clients in connection with their management of client assets in various programs. BMOCMC does not provide retail investment advisory services or manage client assets directly.
Fee Structure
BMOCMC does not have a basic fee schedule for Client Research Services; compensation is negotiated on a client-by-client basis. For Program Services, BMOCMC receives fees from Program Clients ranging from 0.10% to 0.20% quarterly, based on the selected portfolio, of the average market value of assets in client accounts managed by the Program Client.
Areas of Practice
Location
151 West 42nd Street, New York, NY, 10036