Fruth Investment Management provides investment management tailored to each client’s needs, reflecting investment objectives, risk tolerances, and time horizon. Asset allocation decisions are based on client needs and market conditions. Equity exposure is obtained primarily through individual stocks. Fruth Investment Management may also provide financial planning services to certain clients at their request.
Assets Under Management$400M
Clients176
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain clients may pay less than the advertised fee schedule based on client specific circumstances. Clients that have an existing relationship with Fruth Investment Management on or before 2022 will continue to be on the same fee schedule as their investment advisor agreement states.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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