Pzena Investment Management LLC

Fee-Only (% of Portfolio)

Pzena Investment Management (PIM) manages investment portfolios for various clients, including high net worth individuals, endowments, and pension plans. PIM focuses on equities and credit portfolios, using a classic value approach to investing. PIM's investment decisions are based on internal research and supplemented by external sources. PIM also considers environmental, social, and governance (ESG) issues in its investment process.

Assets Under Management$64B
Clients241
Advisors1
Avg. per Client$260M
Avg. per Advisor$64B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Pzena Investment Management (PIM) charges a percentage of your portfolio's value each year for managing your investments. The exact percentage depends on the specific investment strategy you choose. These fees are generally not negotiable, but may be in certain circumstances. Some strategies also include a performance fee, where PIM earns an additional fee if your account outperforms a specific benchmark.

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Location

1 Advisors at this firm

Pzena Investment Management LLC | TrueAdvisor