Assets Under Management
$9.1B
Number of Clients
43,031
Number of Advisors
858
Average Client AUM
$212K
AUM per Advisor
$10.6M
Compensation
Fee-Only (AUM)
Fifth Third Securities provides investment management services through its Passageway Managed Account Program. Clients work with an IAR to determine the appropriate program based on their risk tolerance and investment objectives. The program offers various portfolio managers and investment styles.
| Assets Under Management | 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 and can be lower than the standard fee schedule.
34 Fountain Square Plaza, Md 1090Am, Cincinnati, OH, 45263