French and Skloff Investment Advisors (FSIA) is an asset management firm that creates custom investment strategies for clients. FSIA focuses on diversified portfolios including stocks, bonds, real estate, and commodities. FSIA also provides financial planning services and recommends third-party advisors for insurance and annuity needs. Robert Skloff, a principal of FSIA, also runs another investment firm, Silver Pine Capital, LLC.
Fee Structure
French and Skloff Investment Advisors offers portfolio management services. The annual fee is a percentage of the total value of your investments:
- For comprehensive portfolio management, the fee is generally 2%.
- For smaller accounts using only Exchange Traded Funds (ETFs), the fee is 1.25%.
For accredited investors in equity long only and hedged portfolios, the fee is 1.0%-1.5% of the value of your investments, combined with a 20% performance-based fee. Fees and minimum investment requirements are negotiable based on the size of the portfolio.