Fifth Avenue Family Office offers investment supervisory services to individuals, families, trusts, estates, and charitable organizations. They tailor investment strategies to specific needs and risk profiles, providing consulting and advising across a client’s entire net-worth. Fifth Avenue Family Office may recommend third-party managers and monitor their performance.
Assets Under Management$910M
Clients7
Advisors3
Avg. per Client$130M
Avg. per Advisor$300M
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.25% |
Fees may also be fixed and are negotiable in limited situations and we may agree to aggregate related accounts for purposes of calculating portfolio valuation and related fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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