Flaherty & Crumrine manages investment portfolios primarily focused on preferred securities for institutions. The firm manages assets for closed-end investment companies, sub-advises open-end investment companies and exchange-traded funds, and manages portfolios for U.S. and foreign institutions. Flaherty & Crumrine's investment strategies focus on preferred securities, contingent capital securities, and similar debt securities.
Assets Under Management$4.1B
Clients16
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$150,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.45% |
| $50.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees may be negotiated depending on the size of the account and the investment services being provided. Minimum fee of $150,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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