Franklin Street Advisors (FSA) offers investment management services to high-net-worth individuals and institutional investors. FSA uses an open architecture platform to provide access to various investment opportunities, including global equity, fixed income, commodities, real assets, and alternative asset classes. FSA also manages separate accounts with in-house equity and fixed income management. FSA works with clients to determine their financial goals and risk tolerance.
Assets Under Management$3.9B
Clients414
Advisors16
Avg. per Client$9.5M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts holding equity, cash and/or mixed assets. Fees are negotiable. Minimum annual fee of $7,500. For accounts holding fixed income and cash assets only: 0.50% annual fee on all assets $5 million or less; 0.375% annual fee on all assets over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...