Assets Under Management
$19.6B
Number of Clients
5,176
Number of Advisors
8
Average Client AUM
$3.8M
AUM per Advisor
$2.4B
Compensation
Fee-Only (AUM)
Fiera Capital provides discretionary investment management to institutional clients, high net worth individuals, and serves as an adviser/sub-adviser to private and registered funds. Strategies include Equity, Equity-Growth, Fixed Income, and Private Markets. Services may be tailored to client needs. The firm also delivers non-discretionary models to program sponsors.
The firm charges management fees based on a percentage of the portfolio's market value. Equity and Equity-Growth strategies range from 0.30% to 1.00% per year, while Fixed Income strategies range from 0.05% to 0.75%. Private Fund fees range from 0.25% to 0.75%. Fees are negotiable for separately managed accounts and Private Funds. Clients may also incur other fees, such as custodial and trading costs.
375 Park Avenue, 8th Floor, New York, NY, 10152