Featherstone Investment Advisory (FIA) provides portfolio management services tailored to individual client goals, risk tolerance, and time horizon. FIA also offers consulting services to pension and employee benefit plans, including 401(k) plans. FIA generally limits its investment advice to mutual funds, fixed income securities, equities, and ETFs. FIA requests authority to make trades without asking first.
Assets Under Management$8.2M
Clients22
Advisors1
Avg. per Client$370K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K+ | 1.20% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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