Fifth Third Securities, INC.
Assets Under Management
$9.1B
Number of Clients
43,031
Number of Advisors
858
Average Client AUM
$212K
AUM per Advisor
$10.6M
Compensation
Fee-Only (AUM)
About This Firm
Fifth Third Securities (FTS) provides investment management services through the Passageway Managed Account Program. They offer various programs with different portfolio managers and investment styles. FTS acts as a fiduciary, providing advice in the client's best interest. Clients can place reasonable restrictions on investments. FTS uses Fidelity's FMAX platform.
Fee Structure
Fees for the Passageway Managed Account Program are based on a percentage of assets under management. The specific fee schedule is detailed on pages 46-49. The minimum account size for the Passageway One Program is $100,000, but individual Portfolio Managers may have higher minimums.
Areas of Practice
Location
34 Fountain Square Plaza, Md 1090Am, Cincinnati, OH, 45263