Fountain Square Asset Management provides ongoing investment advice and manages portfolios, often using third-party sub-advisors. They work with clients to understand their financial situation, goals, and risk tolerance. Fountain Square also offers financial planning and consulting services, covering areas like retirement, taxes, insurance, and estate planning. Clients can choose to give Fountain Square the authority to make trades without asking first, or they can approve each trade individually.
Assets Under Management$210M
Clients333
Advisors3
Avg. per Client$620K
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment advisory fees are negotiable and will not exceed 1.25% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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