Eaton Vance Management Review


Trust Score 84%
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Eaton Vance Management, federally registered in 1981, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 205 advisors. Eaton Vance Management manages $91 billion and provides investment advisory services for 35,229 clients (1:172 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


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

Considerations


  • There is only one licensed advisor for every 172 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 $91 billion
Average Account AUM $2,584,843
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 1:172
Headquarters Two International Place Boston, MA 02110
SEC Filings Forms and Brochures


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