First Sentier Investors

Fee-Only (% of Portfolio)

First Sentier Investors (Australia) RE Ltd (FSI ARE) provides investment management services to institutional clients through separate accounts, tailoring fees and reporting. FSI ARE manages investment vehicles with institutional investors. FSI ARE participates in wrap fee programs in Australia, but these are not available to US persons. FSI ARE is ultimately owned by Mitsubishi UFJ Financial Group, Inc. (MUFG).

Assets Under Management$8B
Clients31
AdvisorsN/A
Avg. per Client$260M
Avg. per AdvisorN/A

Fee Structure

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

FSI ARE manages investments for institutional clients. Fees are negotiated on a case-by-case basis and can be a percentage of the assets they manage, or a combination of a percentage and a performance-based fee. Clients also pay third-party fees like valuation, audit, custody, brokerage, and foreign exchange fees.

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Location

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First Sentier Investors | TrueAdvisor