Duff & Phelps Investment Management CO.

Fee-Only (% of Portfolio)

Duff & Phelps Investment Management, based in Chicago, provides investment management services. They focus on specialized investment strategies in listed real assets, using fundamental and quantitative analysis. They manage investments for institutional and retail clients, including investment companies and pooled investment vehicles. Investment decisions are based on client needs and guidelines, with restrictions accepted if they don't hinder strategy execution.

Assets Under Management$12B
Clients52
Advisors2
Avg. per Client$240M
Avg. per Advisor$6.1B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Duff & Phelps charges a percentage of the value of your investments each year. The specific percentage is negotiated with each client and can vary based on the investment strategy and the amount of assets managed. Fees are billed quarterly. Minimum account sizes apply, ranging from $5 million to $25 million depending on the investment strategy.

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Location

2 Advisors at this firm