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)

About This Firm

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.

Fee Structure

Financial Planning:Investment management only

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.

Areas of Practice
Investment ManagementHigh Net Worth
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Location

375 Park Avenue, 8th Floor, New York, NY, 10152

8 Advisors at this firm

Fiera Capital Inc. | AdvisorDiscover