Research Affiliates

Fee-Only (% of Portfolio)

Research Affiliates designs investment strategies and products, including smart beta and asset allocation models. They partner with financial institutions through sub-advisory and licensing agreements. Research Affiliates provides these models to third parties for implementation in separately managed accounts and distribution to financial advisors. They do not directly manage investments for individual investors.

Assets Under Management$26B
Clients33
AdvisorsN/A
Avg. per Client$800M
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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Location

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No advisors found for this firm.