Hotchkis and Wiley provides investment advice to investment companies, private funds, and other clients. They focus on value investing in equity and high yield fixed income securities. Investment advice is tailored to client guidelines. They also provide model portfolios to other investment advisors. Hotchkis and Wiley may use artificial intelligence as a tool for idea generation and to support efficiency.
Assets Under Management$33B
Clients100
AdvisorsN/A
Avg. per Client$330M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$15M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.35% |
Fee schedule shown is for Large Cap Disciplined Value strategy. Other strategies have different fee schedules. Fees may be negotiable. Minimum account size is generally $15 million, but this may be waived in some cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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