Muzinich & CO., INC.

Fee-Only (% of Portfolio)

Muzinich & Co. provides investment advice and manages investments for various investment funds and separately managed accounts. Muzinich primarily focuses on corporate credit investments, including bonds and loans. Muzinich uses research-intensive analysis to identify opportunities for yield and potential capital appreciation.

Assets Under Management$27B
Clients78
AdvisorsN/A
Avg. per Client$350M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Muzinich generally receives an investment management fee based on the market value of the securities and cash in the client portfolio. The annual management fee is generally up to 1.0% of assets under management. Fees are negotiable and may differ based on account size, strategy, complexity, and the overall services provided. Investors may also be subject to performance-based fees.

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Muzinich & CO., INC. | TrueAdvisor