Manulife Investment Management Timberland And Agriculture Inc
Answer a few questions and
get matched with an advisor.
Learn more about Manulife Investment Management Timberland And Agriculture Inc
Overview
Manulife Investment Management Timberland And Agriculture Inc is a financial advisory firm that has its headquarters in Boston, Massachusetts. Manulife Investment Management Timberland And Agriculture Inc oversees $6.1 billion in assets over 27 accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). The firm has a large team, including 80 financial advisors. Manulife Investment Management Timberland And Agriculture Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as options, equities and bonds.
Manulife Investment Management Timberland And Agriculture Inc oversees 18 of the company's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without needing the customer's permission. Manulife Investment Management Timberland And Agriculture Inc also administers nine non-discretionary accounts with a total of $1.9 billion in AUM. The firm administers about $224.8 million for every customer account. An average financial advisor at Manulife Investment Management Timberland And Agriculture Inc administers fewer than one client account, placing it among the most individualized firms in the country.
The company's central office is at 197 Clarendon Street, Boston, Massachusetts 02116-5010.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Manulife Investment Management Timberland And Agriculture Inc by the Numbers
$6.1 billion
650
27
$224.8 million
Fee Structure
Fees for financial management largely vary depending on which services are provided. Fees billed by the firm likely include any combination of the following fee types: asset-based, performance-based or other. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Manulife Investment Management Timberland And Agriculture Inc caters to pooled investment vehicles and state or municipal government entities. Out of its 27 accounts, Manulife Investment Management Timberland And Agriculture Inc's biggest client type by number of accounts is state or municipal government entities. Around 25% of its accounts are represented by 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Manulife Investment Management Timberland And Agriculture Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.