Federated Investment Counseling offers investment management services to individuals, institutions, and pooled investment vehicles. They provide ongoing supervision and management of client assets, tailoring strategies to individual needs. Fees are typically based on a percentage of assets under management, but can also be performance-based. The firm also offers model portfolio management services to other advisory firms.
Fee Structure
Federated Investment Counseling charges fees based on a percentage of the assets they manage. These fees vary depending on the type of account and the amount of assets.
For separate accounts, fees range from 0.06% to 0.75% depending on the asset class and amount invested. For managed accounts, fees range from 0.25% to 0.85%. Some accounts may also have performance-based fees. Fees are negotiable and may be modified based on the services provided and the terms of the agreement.