Fort Street Asset Management LLC

Fee-Only (% of Portfolio)

Fort Street Asset Management offers investment management services, primarily investing in US and Chinese stocks through separately managed accounts. They also provide cash management and purchase bonds for some clients. Their investment approach is long-term and global, focused on companies with durable and growing revenues. They do not buy mutual funds or ETFs, and manage diversified portfolios of 25-50 positions. They also offer non-discretionary investment consulting advice on banking, lending, and strategic asset allocation.

Assets Under Management$190M
Clients29
Advisors2
Avg. per Client$6.6M
Avg. per Advisor$95M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $9.9M1.50%
$9.9M+1.00%

Asset based fees may be negotiable at the sole discretion of management.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm