Rhumbline Advisers

Fee-Only (% of Portfolio)

RhumbLine Advisers provides portfolio management services to institutional clients such as pension plans, profit sharing plans, pooled funds, mutual funds, endowments, foundations, charitable organizations, corporations, labor unions, and other business entities. RhumbLine manages accounts on a discretionary basis only, tracking the performance and risk of a particular index or index blend. RhumbLine may assist Clients with developing investment objectives and an asset allocation strategy, and by providing portfolio structure analysis and asset rebalancing.

Assets Under Management$120B
Clients358
AdvisorsN/A
Avg. per Client$340M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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