Fort Washington Investment Advisors manages investments for institutional clients and high-net-worth individuals and family offices. Services include wealth management, financial planning, and investment advice. Fort Washington offers various investment strategies, including public equity, fixed income, and private equity. They also provide sub-advisory services to other advisors and mutual funds.
Assets Under Management$85B
Clients3,701
Advisors17
Avg. per Client$23M
Avg. per Advisor$5B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Non-discretionary Private Client Group accounts are generally charged $500 annually and are billed quarterly in advance, but these fees may vary depending on client circumstance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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