Eaton Vance Management, a subsidiary of Morgan Stanley, offers investment advice in various strategies, including equity, income, mixed-asset, and alternative investments. It serves registered investment companies, private investment vehicles, and separately managed accounts for institutional clients. Eaton Vance also advises individual retail investors through wrap fee programs sponsored by broker-dealers and investment advisors. Investment strategies emphasize fundamental analysis, economic developments, and market conditions.
Fee Structure
Eaton Vance Management's fees for investment management vary and can be negotiated. The fees are generally calculated as a percentage of the value of your portfolio and are billed quarterly. The specific fee schedule depends on the investment objectives, strategies, and any restrictions on your account. If your account invests in funds, you will also bear a proportionate share of the fund's advisory fees and other expenses. For specific fee information related to wrap fee programs, please refer to the program's disclosure documents.