Epoch Investment Partners, Inc

CRD#131556
Investment Advisor Firm

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Learn more about Epoch Investment Partners, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Epoch Investment Partners, Inc is located at 1 Vanderbilt Avenue, New York, NY. The firm employs 141 financial advisors. Epoch Investment Partners, Inc is not a registered broker-dealer.

    The firm manages $33.1 billion in assets under management across 774 accounts, all of which are discretionary. Services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The firm works with high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, state or municipal government entities, other investment advisers, insurance companies, and corporations. The largest client type by accounts is high net worth investors, with 664 high net worth clients. The fee structure includes asset-based, fixed, and performance-based fees. Financial industry affiliations include broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, and pension consultant.

    Epoch Investment Partners, Inc is registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.

    Assets Under Management

    $33.1 billion

    Number of Advisors

    141

    Disclosures

    No

    Office Location

    1 Vanderbilt Avenue
    New York, NY 10017

    Epoch Investment Partners, Inc by the Numbers

    Total Assets Under Management

    $33.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    177

    National Average: 64
    Total Number of Accounts

    774

    National Average: 375,227
    Average Account Size

    $42.7 million

    National Average: $23.0 thousand
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    Fee Structure

    Fiancial advisory fees largely depend on which services are offered. However, fees charged by Epoch Investment Partners, Inc can consist of some combination of the following fee types: asset-based, fixed, and performance-based. Epoch Investment Partners, Inc does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.The firm is able to withdraw its expenses directly from client accounts.

    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.

    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.

    • Find one of the 10% 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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    Types of Clients

    The firm does business with a number of different clients. The company provides services to high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, state or municipal government entities, other investment advisers, insurance companies, and corporations. Out of its 774 clients, Epoch Investment Partners, Inc's largest client type by number of accounts is high net worth investors, although it also serves 664 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 89.85%
    • Other Individuals - 0%
    • Corporations - 10.15%
    • 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

    Epoch Investment Partners, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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