Bamco, INC.

Fee-Only (% of Portfolio)

BAMCO manages investments for registered investment companies, collective investment trusts, and other pooled investment vehicles. BAMCO focuses on long-only investment strategies aimed at increasing capital, with income generation as a secondary goal. BAMCO does not provide investment advisory services to individuals. BAMCO may provide advice to investors in mutual funds managed by BAMCO as to the allocation of the investors’ assets among such funds.

Assets Under Management$38B
Clients39
AdvisorsN/A
Avg. per Client$980M
Avg. per AdvisorN/A

Fee Structure

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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