Financial Trust Asset Management offers investment management services to individuals, high net worth individuals, and institutional clients like pension plans and charities. Financial Trust invests in equities, fixed income, ETFs, and mutual funds, using active, enhanced index, proprietary index, and tactical strategies. Financial Trust manages accounts on a discretionary basis, tailoring advice to individual client needs and objectives. Tax planning services are available through affiliated CPAs.
Assets Under Management$120M
Clients143
Advisors4
Avg. per Client$810K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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