Fifth Third Wealth Advisors (FTWA) provides investment management and financial planning services. FTWA manages investment portfolios, utilizes third-party investment managers, and offers performance reporting. FTWA works with clients to understand their investment objectives, risk tolerance, and financial circumstances to develop an appropriate investment strategy. FTWA may also provide financial planning services, which include analyzing a client's financial situation and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee reductions based on breakpoints apply only to the portion of assets exceeding the relevant fee tier. FTWA may, at its discretion, aggregate assets across a Client household’s eligible accounts to qualify for breakpoint discounts. FTWA, at its sole discretion, may negotiate fees based upon certain criteria.