First Trust Advisors LP

Fee-Only (% of Portfolio)

First Trust Advisors manages investment portfolios, separately managed accounts, and model portfolios for individual and institutional clients. First Trust Advisors offers a wide range of strategies including equity, fixed income, options, direct indexing, and structured products. The firm utilizes both quantitative and fundamental analysis to construct portfolios tailored to specific client mandates. First Trust Advisors operates primarily as an institutional and separately managed account manager, providing services through financial intermediaries, wrap fee programs, and direct relationships.

Assets Under Management$310B
Clients5,731
Advisors604
Avg. per Client$54M
Avg. per Advisor$510M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by strategy, ranging from 0.00% to 1.00% annually depending on the specific separately managed account strategy chosen.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

604 Advisors at this firm

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