Tweedy, Browne Company LLC is an investment advisor specializing in value investing. The firm focuses on equity securities of U.S., international, and global companies. They manage accounts on a discretionary basis, offering strategies focused on international, global, global high dividend, or U.S. equities. The firm also uses currency hedging for clients investing in foreign securities.
Assets Under Management$7.3B
Clients224
Advisors9
Avg. per Client$32M
Avg. per Advisor$810M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Tweedy, Browne Company LLC charges a percentage of invested equity annually. There is no charge on cash reserves for most clients. Fees vary based on account type and strategy:
- Global and International Strategy (Private Accounts): 1.5% of invested equity annually.
- U.S. Equity/ADR (Private Accounts): 1.5% on the first $25 million of invested equity and 1.25% on the remaining balance.
- Global High Dividend Strategy (Private Accounts): 1.25% of invested equity annually.
- Institutional Accounts: 0.85% on the first $100 million of invested equity and 0.75% on the remaining balance.
Charitable private accounts may be eligible for a 10% discount. The firm may negotiate different fee arrangements with clients.
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