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 operates as a financial advisory firm that has its headquarters in New York, New York. Clarion Partners handles $83.8 billion in assets across 42 accounts, placing it among the biggest firms in the nation by assets under management (AUM). Clarion Partners has a large group, including 188 financial advisors. Clarion Partners is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as options, stocks and bonds.

    Clarion Partners oversees most of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by an investment advisor without requiring the customer's authorization. It also oversees 10 non-discretionary accounts totaling $8.0 billion in assets. The firm administers an average of $2.0 billion for each customer account. The average financial advisor at Clarion Partners oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.

    Clarion Partners's main office is at 230 Park Avenue, New York, New York 10169. The company is allowed to provide services to customers throughout a number of states, including District of Columbia, South Carolina and Texas.

    Assets Under Management

    $83.8 billion

    Number of Advisors

    188

    Disclosures

    No

    Office Location

    230 Park Avenue
    New York, NY 10169

    Clarion Partners by the Numbers

    Total Assets Under Management

    $83.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    297

    National Average: 64
    Total Number of Accounts

    42

    National Average: 375,227
    Average Account Size

    $2.0 billion

    National Average: $23.0 thousand
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    Products and Services

    Clarion Partners offers a number of financial 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. The company does sell products or offer services apart from investment advice to its clients. The company is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company 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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      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

    Financial advisory fees usually depend on the financial services provided. However, fee types charged by Clarion Partners can be comprised of some blend of the following fee types: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

    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 caters to investment companies, pooled investment vehicles, pension plans and state or municipal government entities. Out of its 42 clients, Clarion Partners's largest client type by number of accounts is pooled investment vehicles. About 19% of the firm's accounts are non-U.S. persons.

    • 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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    Financial Advisors at Clarion Partners

    Bohdy Hedgcock
    Dallas, TX

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