Four Seasons Investment Management (FSIM) provides investment management services through a wrap fee program. FSIM helps clients assess their financial situation and goals, then recommends an asset allocation. Portfolios are managed on a discretionary basis and invested in stocks, bonds, mutual funds, and exchange-traded funds. FSIM does not offer financial planning services outside of the investment management wrap program.
Assets Under Management$27M
Clients36
Advisors1
Avg. per Client$740K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in certain instances. Wrap fee includes custodial services and most trading costs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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