Boston Partners

Fee-Only (% of Portfolio)

Boston Partners offers investment management services on a discretionary basis to institutions and high-net-worth individuals. They manage investments through separate accounts and registered/unregistered funds. Boston Partners focuses on value equity strategies and offers several products, including Large Cap Value, Premium Equity (All Cap Value), and Small Cap Value. Boston Partners also participates in managed account programs offered by investment advisor/broker-dealers.

Assets Under Management$98B
Clients6,100
AdvisorsN/A
Avg. per Client$16M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.28%

Fee is 0.28% for BP Large Cap Value strategy. Minimum investment: $100,000

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Boston Partners | TrueAdvisor