Fifth Avenue Wealth Advisors provides ongoing investment management services. They work with clients to understand their financial situation, investment goals, and risk tolerance. They actively monitor accounts and provide advice on buying, selling, or holding investments. Fifth Avenue Wealth Advisors primarily advises on mutual funds, ETFs, hedge funds, master limited partnerships, real estate investment trusts, separately managed accounts, and unified managed accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition or products in the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.