Four Tree Island Advisory (FTIA) manages investments for individuals and institutions, focusing on stocks and fixed income. FTIA uses three main strategies: Capital Appreciation, Total Return, and Curated High Yielders. FTIA creates a general investment model for each strategy and attempts to mimic portfolios in each strategy. Exact holdings and allocations may vary based on client preferences and objectives. FTIA primarily manages accounts with the authority to make trades without asking first.
Assets Under Management$180M
Clients54
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally not negotiable, but FTIA may choose to negotiate fees or rebate a portion of fees charged in certain situations. In no event shall FTIA’s annual fee exceed 3% of the client’s assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...