Four Seasons Investment Management provides hourly advice and planning for specific financial topics, or ongoing investment portfolio management. The firm offers educational seminars on personal finance and investing. Four Seasons IM acts as a fiduciary, avoiding conflicts of interest and is compensated solely by client fees.
Assets Under Management$15M
Clients11
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
If SEI Private Trust Company serves as agent for the trustee or co-trustee, add 0.60% to the annual fee schedule. 0.50% for a 100% fixed income investment portfolio
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...