Clearbridge Investments Review


Trust Score 85%
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Clearbridge Investments, federally registered in 2005, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 21 advisors. Clearbridge Investments manages $130 billion and provides investment advisory services for 112,499 clients (1:5358 advisor/client ratio).

Clearbridge Investments requires a $5,000,000 minimum investment and charges a blended rate between 0.75% and 0.45% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 5358 clients (industry average 1:50)
  • Firm has been federally registered for only 13 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $5,000,000
Minimum Annual Fee $0
Average Account AUM $1,159,016
Hybrid Advisor Yes
Disciplinary History No
Total AUM $130 billion
Advisor / Client Ratio 1:5358
Headquarters New York, NY
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $25,000,000 0.75%
$25,000,001 to $50,000,000 0.65%
$50,000,001 to $100,000,000 0.55%
$100,000,001+ 0.45%


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