FireHorse Strategic Investing, LLC (FSIL) offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. FSIL creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. FSIL generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. FSIL requires discretionary authority to select securities and execute transactions.
Assets Under Management$46M
Clients60
Advisors1
Avg. per Client$770K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are generally negotiable. Clients may open interest only accounts through FSIL for a fee of .1%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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