FitzRoy Investment Advisors provides investment recommendations to high net-worth individuals and trusts. FitzRoy creates customized asset allocation programs based on each client's risk tolerance, investment outlook, and goals. FitzRoy recommends investments in separately managed accounts, mutual funds, exchange-traded funds, hedge funds, and private equity funds managed by unaffiliated investment managers. FitzRoy does not provide advice on specific securities, but may refer clients to a manager or broker-dealer.
Assets Under Management$1B
Clients68
AdvisorsN/A
Avg. per Client$15M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$15M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Fees are generally negotiated with each client and may be higher or lower than 0.35% to 0.45%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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