Sean Heron is a CFA-designated registered investment advisor at Glenmede Investment Management, LP, based in Philadelphia, PA, with 15 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,174 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GIM's fees are based on a percentage of the value of your investments. The minimum investment is generally $10 million, but this may be negotiable. Fees are billed quarterly. Here's a summary of the fee structure for different product types:
- Small Cap Equity: First $50 million: 0.75%, Next $50 million: 0.70%, Thereafter: 0.60%
- SMID Cap Equity: First $50 million: 0.70%, Next $50 million: 0.60%, Thereafter: 0.50%
- Mid Cap Equity: First $50 million: 0.65%, Next $50 million: 0.55%, Thereafter: 0.45%
- Large Cap Equity: First $50 million: 0.60%, Next $50 million: 0.45%, Thereafter: 0.35%
- Liquid Alternatives (Total Market Plus Equity): 0.75%
- Liquid Alternatives (Long/Short Equity): 1.00%
- Liquid Alternatives (Secured Options): First $10 million: 0.55%, Next $40 million: 0.45%, Thereafter: 0.35%
Location
1650 Market Street, One Liberty Place, Suite 4000, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Glenmede Investment Management, LP
State Registrations1 state
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