Clarion Partners

CRD#108803
Investment Advisor Firm

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Learn more about Clarion Partners

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Clarion Partners is located at 230 Park Avenue, New York, NY. The firm employs 189 financial advisors to manage client portfolios and provide financial guidance. Clarion Partners is not a registered broker-dealer.

    Clarion Partners oversees $79.3 billion in assets under management across 42 accounts, of which 32 are discretionary and 10 are non-discretionary. The services offered include portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The firm caters to investment companies, pooled investment vehicles, pension plans, and state or municipal government entities, with pooled investment vehicles being the largest client type by accounts. The fee structure at Clarion Partners includes asset-based, fixed, performance-based, and other fees. The firm maintains affiliations with a broker-dealer or securities dealer, a banking or thrift institution, a trust company, and a commodity pool advisor.

    Clarion Partners is registered in the states of District of Columbia, Florida, South Carolina, and Texas.

    Assets Under Management

    $79.3 billion

    Number of Advisors

    189

    Disclosures

    No

    Office Location

    230 Park Avenue
    New York, NY 10169

    Clarion Partners by the Numbers

    Total Assets Under Management

    $79.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    305

    National Average: 64
    Total Number of Accounts

    42

    National Average: 375,227
    Average Account Size

    $1.9 billion

    National Average: $23.0 thousand
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    Products and Services

    Clarion Partners offers a number of services, which can consist of portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. However, Clarion Partners did not provide financial planning services to any of its customers in the last fiscal year. The Company does sell products or offer services aside from investment advice to its customers.

    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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      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

    • 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.

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    Fee Structure

    A financial advisor's fees typically are based on the financial services offered. Fees charged by Clarion Partners most likely consist of any combination of the following fee structures: asset-based, fixed, performance-based, or other.

    Available

    • Offered by 69% 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.

    • Offered by 26% of firms

      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.

    • Offered by 32% of firms

      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.

    • Offered by 10% of firms

      Other

      Show Explanation

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

    Unavailable

    • Find one of the 21% 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 1% 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 0% 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.

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    Types of Clients

    The company provides services to investment companies, pooled investment vehicles, pension plans, and state or municipal government entities. Out of its 4 clients, Clarion Partners's largest client group by number of accounts is pooled investment vehicles.

    Created with Highcharts 6.0.7
    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * 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

    Clarion Partners does not have any disclosures.

    Please visit its Form ADV for more details.

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    Created with Highcharts 6.0.7
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    Financial Advisors at Clarion Partners

    Bohdy Hedgcock
    Dallas, TX

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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