ClearBridge Investments is a global equity manager offering investment solutions through active stock selection. ClearBridge manages investments for institutions and private clients in separate accounts, mutual funds, and other investment vehicles. ClearBridge integrates Environmental, Social, and Governance (ESG) considerations into its research process. ClearBridge also provides model portfolios to institutional clients on a non-discretionary basis.
Assets Under Management$180B
Clients124,530
Advisors44
Avg. per Client$1.5M
Avg. per Advisor$4.2B
www.clearbridge.com ·podcasts.apple.com/ca/podcast/clearbridge-inves... ·www.threads.net/@clearbridgeinvestments
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Fee schedule is for All Cap Growth, All Cap Growth ESG and Growth strategies. Fees are subject to negotiation and may vary. Minimum account size is $5 million, which may be waived.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location
44 Advisors at this firm
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