Lazard Asset Management Canada Inc

CRD#106340
Investment Advisor Firm

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Learn more about Lazard Asset Management Canada Inc

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

    • Overview

    Lazard Asset Management Canada Inc is located at 30 Rockefeller Plaza, New York, NY. The firm is not a registered broker-dealer.

    Lazard Asset Management Canada Inc manages $2.7 billion in assets across 15 accounts, all of which are discretionary. The firm offers portfolio management for pooled investment vehicles and institutional clients. Its client base includes pooled investment vehicles, charitable organizations, state or municipal government entities, and corporations, with corporations representing the largest client type by accounts. The firm maintains affiliations with a broker-dealer or securities dealer, a banking or thrift institution, and a commodity pool advisor. Fees are structured on an asset-based and performance-based basis.

    Assets Under Management

    $2.7 billion

    Disclosures

    No

    Office Location

    30 Rockefeller Plaza
    New York, NY 10112

    Lazard Asset Management Canada Inc by the Numbers

    Total Assets Under Management

    $2.7 billion

    National Average: $8.6 billion
    Total Number of Accounts

    15

    National Average: 375,227
    Average Account Size

    $178.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Fiancial advisory fees typically depend on the type of financial services offered. Fees charged by Lazard Asset Management Canada Inc may include some combination of the following fee types: asset-based and performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company. The company has the ability to withdraw the charges directly from customer funds.

    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.

    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 32% of firms that offer this fee type

      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.

    • 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.

    Back to Overview

    Types of Clients

    It works with pooled investment vehicles, charitable organizations, state or municipal government entities, and corporations. Out of its 15 clients, Lazard Asset Management Canada Inc's largest client by number of accounts is corporations. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 93.33%
    • Charitable Organizations - 6.67%

    * 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

    Lazard Asset Management Canada Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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