ClearBridge Investments, LLC is a global investment management firm offering a broad range of active equity and fixed income strategies. Wholly owned by Franklin Resources, Inc., ClearBridge operates with investment autonomy from its headquarters in New York and multiple international offices. The firm uses bottom-up, fundamental research to construct portfolios, integrating environmental, social, and governance considerations across most of its investment strategies. ClearBridge manages money for a wide variety of clients, including institutional entities, pension plans, private clients, and retail investors through various investment programs and platforms. The firm provides discretionary investment management across numerous styles such as growth, value, small cap, mid cap, large cap, international, global, and specialized infrastructure and energy strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Schedule reflects Large Cap Value strategy. Other strategies have different schedules ranging from 0.40% to 0.95%. Fees are generally negotiable.