Tcw Investment Management Company LLC

Fee-Only (% of Portfolio)

TCW Investment Management Company LLC offers investment management and advisory services covering a wide array of U.S. equities, U.S. fixed income, international, and alternative investment strategies. Serving both institutional and individual investors, the firm manages portfolios through separate accounts, publicly offered mutual funds, exchange-traded funds, and wrap fee programs sponsored by third parties. The firm utilizes rigorous fundamental bottom-up research, proprietary quantitative models, and scenario analysis to construct diversified portfolios tailored to specific client objectives. TCW Investment Management Company LLC is co-owned by its management and employees, alongside alternative asset manager The Carlyle Group and Nippon Life Insurance Company.

Assets Under Management$39B
Clients4,945
Advisors40
Avg. per Client$7.9M
Avg. per Advisor$970M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee schedules vary widely by individual strategy. For example, individual high net worth equity strategies typically charge a flat 1.00% on all assets, while fixed income strategies range from 0.20% to 0.50% on initial tiers. Certain mutual funds and ETFs have lower fees ranging from 0.05% to 0.90%. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

40 Advisors at this firm

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Tcw Investment Management Company LLC - Fees, AUM & Advisors | TrueAdvisor