Metropolitan West Asset Management LLC
Assets Under Management
$82.5B
Number of Clients
109
Number of Advisors
N/A
Avg. Portfolio per Client
$757.0M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Metropolitan West Asset Management (MetWest) offers fixed income portfolio management services to institutional investors and individual investors through the TCW Metropolitan West Funds. MetWest designs portfolios to maximize total return while adhering to price volatility benchmarks and investment guidelines. Clients include pension funds, mutual funds, high net worth individuals, and family offices.
Fee Structure
Minimum Investment:$75M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.40% |
| $100M+ | 0.25% |
Fee schedule is for Bank Loans strategy. Other strategies have different fee schedules. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment Management
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Location
515 South Flower Street, Los Angeles, CA, 90071
0 Advisors at this firm
No advisors found for this firm.