Grantham Mayo VAN Otterloo & CO Review


Trust Score 89%
Trust Score info_outline
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Grantham Mayo VAN Otterloo & CO, federally registered in 1979, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 106 advisors. Grantham Mayo VAN Otterloo & CO manages $69.0 billion and provides investment advisory services for 2 clients (1:1 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.29% to 1.00% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 39 years

Considerations


  • There is only one licensed advisor for every 1 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • 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 $69.0 billion
Average Account AUM $34,482,240,606
Hybrid Advisor No
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.29% to 1.00% of AUM.
Minimum Investment $5,000,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:1
Headquarters 40 Rowes Wharf Boston, MA 02110-3340
SEC Filings Forms and Brochures


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