Eaton Vance Management

Fee-Only (% of Portfolio)

Eaton Vance Management operates as an investment management division of Morgan Stanley, offering a wide range of equity, income, mixed-asset, and alternative investment strategies. Eaton Vance provides advisory services to institutional clients, registered investment companies, private investment vehicles, and individual retail investors through bundled wrap fee programs and platform arrangements. The firm relies heavily on fundamental analysis, economic evaluation, and a long-term outlook focused on capital preservation. Additionally, Eaton Vance utilizes tax-managed strategies and various derivative instruments to manage risk and enhance returns across client portfolios.

Assets Under Management$97B
Clients3,826
Advisors107
Avg. per Client$25M
Avg. per Advisor$910M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

107 Advisors at this firm

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Eaton Vance Management - Fees, AUM & Advisors | TrueAdvisor