Schroder Investment Management North America INC

Fee-Only (% of Portfolio)

Schroder Investment Management North America Inc. manages assets for institutions, endowments, pension funds, and insurance companies. Schroder offers various investment strategies focusing on US and non-US equities and fixed income securities. For some non-US and Japanese equity strategies, Schroder delegates portfolio management to affiliated advisors. Schroder primarily manages separate accounts on a discretionary basis.

Assets Under Management$140B
Clients361
AdvisorsN/A
Avg. per Client$380M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Schroder Investment Management North America Inc. primarily manages investments for institutions and pooled investment vehicles. Therefore, individual investor fees are not listed. Fees are calculated as a percentage of assets under management.

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Schroder Investment Management North America INC | TrueAdvisor