Wasatch Global Investors is an employee-owned investment advisory firm headquartered in Salt Lake City, Utah, founded in 1975. The firm manages billions in assets across mutual funds, separate accounts, sub-advised products, collective investment trusts, and private funds. Wasatch employs a fundamental, bottom-up research approach focusing on long-term growth potential and market inefficiencies, specializing in small and micro-capitalization companies as well as global and emerging market equities. The firm provides discretionary investment management services to a wide variety of clients, including retail investors, high-net-worth individuals, and institutional clients. Wasatch does not typically provide standalone financial planning, tax preparation, or estate planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.00% |
| $50.0M - $100.0M | 0.90% |
| $100M+ | 0.85% |
Schedule shown is for Domestic Small Cap. Other strategies have different fee schedules ranging from 0.55% to 1.35%. Fees are negotiable for larger accounts.