Metlife Investment Management, LLC
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Overview
Metlife Investment Management, LLC is a financial advisor company that has its headquarters in Whippany, New Jersey. Metlife Investment Management, LLC administers $481.2 billion in assets under management over 588 client accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). Metlife Investment Management, LLC has a very large team, including 660 financial advisors. Metlife Investment Management, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like equities, bonds and options.
Metlife Investment Management, LLC manages more than half of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without needing client permission. Metlife Investment Management, LLC also has 16 non-discretionary accounts totaling $3.2 billion in AUM. The company's average account size is $818.0 million. The average advisor at Metlife Investment Management, LLC oversees fewer than one client account, placing it among the most personalized firms in the country.
Metlife Investment Management, LLC's main office is at One Metlife Way, Whippany, New Jersey 7981. The company is legally allowed to provide services to clients across 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Metlife Investment Management, LLC by the Numbers
$481.2 billion
1,081
588
$818.4 million
Products and Services
Metlife Investment Management, LLC provides multiple services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. It is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts. It also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management vary depending on which services the firm provides the client. Fee types billed by the company likely are comprised of some blend of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Metlife Investment Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
Metlife Investment Management, LLC manages money for a broad range of customers. Metlife Investment Management, LLC provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 588 clients, Metlife Investment Management, LLC's largest client group is pension plans, but it also caters to five high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 24% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 1.95%
- Other Individuals - 0%
- Corporations - 96.11%
- Charitable Organizations - 1.95%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Metlife Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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