Eaton Vance Management Review

Trust Score 92%
Trust Score info_outline

Eaton Vance Management, federally registered in 1981, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 232 advisors. Eaton Vance Management manages $103.0 billion and provides investment advisory services for 43,413 clients (1:188 advisor/client ratio).

Fees may vary, please contact an advisor.


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 37 years


  • There is only one licensed advisor for every 188 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark

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Managed Investing

Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $103.0 billion
Average Account AUM $2,371,527
Hybrid Advisor Yes
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $5,000,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:188
Headquarters Two International Place Boston, MA 02110
SEC Filings Forms and Brochures

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