Western Asset is a group of sister companies providing investment management and advisory services, specializing in fixed income strategies. Western Asset is an indirect, wholly-owned subsidiary of Franklin Resources, operating as an autonomous investment management company. Western Asset tailors its advisory services to meet the needs of its clients, reviewing and adjusting investment objectives and guidelines to ensure alignment with their goals.
Fee Structure
Western Asset's fees are based on a percentage of the value of the assets they manage. The annual rate varies depending on the investment objective and the type of services provided. Fees are typically calculated monthly or quarterly. Fees may be negotiable depending on the circumstances. Western Asset may also negotiate performance-based fees.