Lord, Abbett & Co. Review


Trust Score 92%
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Lord, Abbett & Co., federally registered in 1970, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 229 advisors. Lord, Abbett & Co. manages $182.6 billion and provides investment advisory services for 15,234 clients (1:67 advisor/client ratio).

Fees may vary. Please contact advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 48 years

Considerations


  • There is only one licensed advisor for every 67 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
Annual Management Fee Notes Fees may vary. Please contact advisor.
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $11,987,990
Hybrid Advisor Yes
Disciplinary History No
Total AUM $182.6 billion
Advisor / Client Ratio 1:67
Headquarters Jersey City, NJ
SEC Filings Forms and Brochures


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