Metzler-Payden, LLC

Fee-Only (% of Portfolio)

Metzler-Payden offers investment management services, primarily fixed income and equity, tailored to the individual needs of institutional clients. Investment decisions are made by teams of dual employees who also work for affiliated firms. The firm's investment process involves input from investment strategy and client service functions, with a focus on best execution in trading.

Assets Under Management$1.2B
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500.0M0.30%
$500M+0.25%

Schedule is for Global Fixed-Income Management. Other schedules exist for Global Equities Management (0.70% up to $100M, 0.60% thereafter) and Global Balanced Management (0.50% up to $300M, 0.40% thereafter). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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No advisors found for this firm.