Metzler-Payden, LLC

CRD#108870
Investment Advisor Firm

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Overview

Metzler-Payden, LLC operates as a financial advisor firm located in Los Angeles, California. The company handles $2.2 billion in assets under management throughout 11 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Metzler-Payden, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, stocks and bonds.

Metzler-Payden, LLC administers all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments without needing the customer's consent. The firm supervises about $200.8 million for every account.

Metzler-Payden, LLC's main office is located at 333 S Grand Avenue, Los Angeles, California 90071. The firm is legally allowed to provide services to customers in the state of California.

Assets Under Management

$2.2 billion

Disclosures

No

Office Location

333 S Grand Avenue
Los Angeles, CA 90071

Metzler-Payden, LLC by the Numbers

Total Assets Under Management

$2.2 billion

National Average: $3.7 billion
Total Number of Accounts

11

National Average: 2,073
Average Account Size

$200.8 million

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors largely are based on the financial services provided. However, fee types billed by Metzler-Payden, LLC typically consist of the following fee structures: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

Metzler-Payden, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA