Forever Young Integrated Wealth (FYIW) provides investment management services. They offer direct asset management and also utilize SEI Investments Management Corp (SIMC) for sub-advised programs and mutual fund models. FYIW works with clients to determine their investment goals and risk tolerance, tailoring investment strategies accordingly. Clients can impose restrictions on their investments. FYIW also assists clients in selecting appropriate investment models through SEI.
Assets Under Management$62M
Clients104
Advisors2
Avg. per Client$590K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are negotiable. SEI fees range from 0.55% - 1.05%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...