Stonehage Fleming Investment Management (SFIM) provides investment management services tailored to each client's needs. SFIM builds portfolios that can include stocks, bonds, cash, mutual funds, exchange traded funds, and alternative investments. SFIM also offers an Outsourced Family Investment Office service for clients with significant wealth, acting as their outsourced Chief Investment Officer.
Assets Under Management$19B
Clients690
AdvisorsN/A
Avg. per Client$28M
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
Stonehage Fleming Investment Management (SFIM) charges a percentage of the value of your investments each year. The specific percentage depends on the type of investments and the amount you have invested.
Equity Management:
- 1.25% on the first $5 million
- 0.75% on amounts between $5 million and $50 million
- 0.50% on the entire amount over $50 million
Cash Management:
- 0.45% on the first $10 million
- 0.20% on the next $10 million
- 0.15% on the next $30 million
- 0.10% on the next $50 million
- 0.07% on the next $150 million
- 0.05% on amounts over $250 million
Fixed Income:
- 0.50% on the first $10 million
- 0.45% on the next $10 million
- 0.40% on the next $30 million
- 0.35% on the next $50 million
- 0.25% on amounts over $100 million
Multi Asset:
- 0.65% on the first $10 million
- 0.40% on the next $10 million
- 0.30% on the next $30 million
- 0.25% on the next $50 million
- 0.20% on the next $50 million
- 0.15% on amounts over $150 million
Fees for the Outsourced Family Investment Office are negotiated individually.
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