Fifth Third Securities offers investment management services through the Summit Managed Account Program, helping clients build and maintain portfolios tailored to their individual risk tolerances and investment objectives. Fifth Third Securities uses a team of investment advisor representatives who help clients select appropriate asset allocation strategies utilizing stocks, bonds, exchange-traded products, mutual funds, and real estate investment trusts. In addition to investment management, Fifth Third Securities provides custodial services through a clearing broker and focuses on aligning portfolio strategies with client goals while maintaining discretionary trading authority over client accounts. The firm serves a wide range of clients including individuals, high-net-worth investors, trusts, and business entities, backed by comprehensive reporting and periodic portfolio reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. Maximum fee is 1.50%.