Robert Littell is a registered investment advisor at M.D. Sass, LLC, based in New York, NY, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M.D. Sass charges a management fee based on the value of the assets they manage. The fee for accounts using the concentrated value equity strategy is 0.90% annually on the first $10 million, 0.80% on the next $50 million, and 0.75% thereafter. For accounts using the fixed income strategy, the fee is 0.40% on the first $25 million, 0.35% on the next $25 million, 0.25% on the next $50 million, and negotiable thereafter. Fees for balanced accounts are negotiable. M.D. Sass may negotiate fees lower than the standard schedule. Clients also pay brokerage and transaction costs.
Location
1185 Avenue of the Americas, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
M.D. Sass, LLC
State Registrations1 state
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