Neuberger Berman Investment Advisers (NBIA) offers investment management to individuals, institutions, registered investment companies, and private investment funds. NBIA provides services through separately managed accounts and wrap fee programs. NBIA also acts as a sub-advisor to various products. The firm offers both discretionary and non-discretionary services, tailoring investment strategies to client needs.
Fee Structure
NBIA manages investment portfolios for individual clients through separately managed accounts. Fees are based on a percentage of the value of the assets in the account. Some accounts are subject to minimum annual fees. Fees are negotiable based on factors like account size and investment objectives. Certain strategies base billing on notional exposure. Some Private Wealth Accounts include Client-Directed Transactions, which are generally not included in the valuation of the Client Account for purposes of calculating the advisory fee payable to NBIA.