Todd Asset Management (TAM) offers portfolio management services to both institutional and individual investors. TAM works with clients to establish investment objectives and selects investment strategies that suit their circumstances. TAM manages accounts on a discretionary basis but clients can impose reasonable restrictions. TAM also serves as a sub-advisor for other investment advisors and provides discretionary investment management services through Separately Managed Account Programs and non-discretionary services via Model portfolios.
Fee Structure
Todd Asset Management's fees are based on a percentage of the assets they manage. Here's a breakdown of the annual fees for different investment strategies:
- Large Cap Value Intrinsic: 0.60% of all assets in the account
- International Intrinsic Value: 0.80% of all assets in the account
- Intrinsic Value Opportunity: 0.80% of all assets in the account
- Intrinsic Value Opportunity 15: 0.80% of all assets in the account
- Global Intrinsic Value Equity Income: 0.60% of all assets in the account
- International Intrinsic Value Opportunity: 0.80% of all assets in the account
- Balanced: 0.50% on the first $10 million, then 0.35% of all assets exceeding $10 million
For Separately Managed Account Programs, the fee ranges from 0.40% to 0.65%. For Model Portfolios, the fee ranges from 0.25% to 0.40%.