Eric Brey is a registered investment advisor at Clearbridge Investments, LLC, based in New York, NY, with 18 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 124,530 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Schedule reflects Large Cap Value strategy. Other strategies have different schedules ranging from 0.40% to 0.95%. Fees are generally negotiable.
Fee Estimator
Location
One Madison Avenue, 18th Floor, New York, NY, 10010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Franklin Distributors, LLC
Clearbridge Investments, LLC
Franklin Distributors, LLCBroker
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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