SRB Corporation manages investments for its parent corporation, affiliated property and casualty insurance companies, and other companies. SRB offers investment management for fixed-income and equity securities, as well as real estate. SRB also provides investment oversight services, including investment planning, performance measurement, and custody services. SRB tailors its investment services to each client's unique risk-and-return profile and investment objectives.
Assets Under Management$4.2B
Clients20
AdvisorsN/A
Avg. per Client$210M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
If no more than 25% of the client’s portfolio is invested in equities and/or real estate, the annual fee will be 0.50%. If more than 25% of the client’s portfolio is invested in equities and/or real estate, the annual fee will be 0.65%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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