Fifth Third Securities (FTS) offers investment management services through its Passageway Managed Account Program. Clients work with an Investment Advisor Representative (IAR) to determine the appropriate program based on their risk tolerance and investment objectives. FTS offers various programs with different portfolio managers and investment strategies. Clients can place reasonable restrictions on their accounts. FTS can terminate participation in Passageway with 30 days written notice.
Assets Under Management$9.1B
Clients43,031
Advisors918
Avg. per Client$210K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
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. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
918 Advisors at this firm
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