Fithian, LLC is a registered investment advisor that provides investment management services through separately managed accounts. Fithian tailors its services to each client's specific needs and investment objectives, as outlined in their agreement. Fithian focuses on publicly-traded equity securities and employs a research-intensive, long-term investment approach.
Fee Structure
Fithian manages investments for clients through separately managed accounts. The annual management fee is a percentage of the assets in your account, and the specific rate is negotiated individually with each client. These fees range from 0% to 1.50% per year, billed quarterly. Some clients may also pay a performance fee, which is a percentage of the investment profits above a certain benchmark.