Assets Under Management
$725.8M
Number of Clients
486
Number of Advisors
5
Average Client AUM
$1.5M
AUM per Advisor
$145.2M
Compensation
Fee-Only (AUM)
Torray Investment Partners offers investment supervisory services to private accounts and a mutual fund, focusing on equity securities. They provide large cap value, small/mid cap growth, equity income, and large cap growth strategies. Services are offered to individuals, high net worth individuals, pension plans, and other entities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.38% |
| $300M+ | 0.25% |
Fees are negotiable and may vary based on client needs and relationship with Torray. Reduced fees and/or account minimums may apply to employees and family members.
7501 Wisconsin Avenue, Suite 750W, Bethesda, MD, 20814-6523