First Sentier Investors

Fee-Only (% of Portfolio)

First Sentier Investors (Australia) IM Ltd (FSI AIM) is a global asset management business that provides investment management services through separate accounts and as a subadvisor to investment advisors of investment vehicles and model portfolios. FSI AIM tailors advisory services and fees charged to clients and the type of reporting they receive. FSI AIM manages funds across a diverse range of domestic and global asset classes.

Assets Under Management$66B
Clients127
AdvisorsN/A
Avg. per Client$520M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Fees and compensation are negotiated on a case-by-case basis with clients. Clients either pay a management fee based on a percentage of the value of your portfolio or choose to pay a fee consisting of a combination of a percentage of the value of your portfolio and a performance-based fee.

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First Sentier Investors | TrueAdvisor