Ariel Investments is an investment firm managing equity strategies for long-term growth. They use fundamental analysis to pick company stocks. Ariel offers Domestic Value, Focused Value, Global, and Emerging Markets Value strategies. Ariel manages investments for individuals, institutions, and retirement plans. They also license their strategies to other firms but do not manage those assets directly.
Fee Structure
Ariel Investments charges an annual fee based on the value of your portfolio. The fee schedule varies depending on the investment strategy:
Domestic Value:
- 1.00% on the first $10 million
- 0.75% on the next $10 million
- 0.50% on the balance over $20 million
Focused Value:
- 0.65% on the first $20 million
- 0.55% on the next $30 million
- 0.45% on the balance over $50 million
Global:
- 0.80% on the first $25 million
- 0.75% on next $25 million
- 0.65% on next $50 million
- 0.55% on next $100 million
- 0.50% on the balance over $200 million
Emerging Markets Value:
- 0.95% on the first $25 million
- 0.90% on the next $25 million
- 0.75% on the balance over $50 million
Emerging Markets Value ex-China:
- 1.05% on the first $25 million
- 0.90% on the next $25 million
- 0.80% on the balance over $50 million
These fees are negotiable, and some clients may have different fee structures. In limited cases, some clients may be subject to performance-based fees.