Congress Asset Management Company, LLP

Assets Under Management

$14.2B

Number of Clients

8,097

Number of Advisors

15

Avg. Portfolio per Client

$1.8M

Avg. Managed per Advisor

$945.8M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Congress Asset Management offers investment management services to institutional clients, high net worth individuals, and commingled investment vehicles. Services include discretionary and model portfolio management across various equity and fixed income strategies. Congress Asset constructs high-quality portfolios emphasizing growth, profitability, and valuation. Client portfolios generally include exchange-listed securities, ETFs, corporate debt, and other securities.

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Congress Asset charges an annual fee based on a percentage of the assets they manage. The fees for separately managed accounts generally range from 0.10% to 1.00%. These fees are negotiable and can vary based on factors such as the amount of assets, client type, portfolio customization, and operational requirements. The firm also manages mutual funds and ETFs, charging a management fee as a percentage of assets under management, as detailed in each fund's prospectus.

Areas of Practice
Investment Management
Loading...
Location

2 Seaport Lane, Boston, MA, 02210-2001

15 Advisors at this firm

Congress Asset Management Company, LLP | TrueAdvisor