Federated Global Investment Management CORP.
Assets Under Management
$14.8B
Number of Clients
74
Number of Advisors
203
Avg. Portfolio per Client
$200.3M
Avg. Managed per Advisor
$73.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Federated Global Investment Management Corp. manages investments for high net worth individuals, institutions, and wrap fee programs. Services include ongoing investment supervision and model portfolios. Federated Global Investment Management Corp. may invest client assets in affiliated investment companies.
Fee Structure
Federated Global Investment Management Corp. charges a percentage of assets under management for investment supervisory services. Fees vary based on the type of account and investment strategy.
For separate accounts, international equity accounts are charged 0.45% to 0.70% depending on the amount invested. Large cap accounts are charged 0.30% to 0.55% depending on the amount invested.
For managed accounts and model portfolio management services, large cap, all cap value, and balanced accounts are charged 0.35% to 0.70% depending on the amount invested. International equity accounts are charged 0.40% to 0.75% depending on the amount invested.
Areas of Practice
Location
101 Park Avenue, Suite 4100, New York, NY, 10178-0002