Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Fort Washington Investment Advisors discloses a tiered schedule starting at 1.00% in its Form ADV Part 2A (June 23, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (June 23, 2026): “PRIVATE CLIENT GROUP The minimum size for High-Net-Worth Individual and Family accounts is $500,000. Client accounts are generally appraised for fee purposes quarterly. Expressed on an annual basis and assuming that securities will be held in custody with a third-party bank, trust company, or broker-dealer, the fee schedule for discretionary accounts is as follows: Principal Amount (Discretionary Account) Annual Fee First $1,000,000 1.00% Next $4,000,000 0.75% Additional amounts over $5,000,000 0.50%”
Note: CRD 107126 is ACTIVE and SEC registered per a live IAPD lookup performed this session (isSECRegistered: Y, iaScope: ACTIVE). Fort Washington’s Part 1A filing, independently fetched and confirmed this session, reports total regulatory assets under management of $93,472,911,048; this spans a large institutional and insurance affiliated asset management book, of which the priced Private Client Group wealth management line for individuals is a small minority. The Private Client Group discretionary fee schedule carries a $500,000 minimum account size for High Net Worth Individual and Family accounts, and the firm states these fees are negotiable.
- First $1,000,000: 1.00%
- Next $4,000,000: 0.75%
- Additional amounts over $5,000,000: 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $17,500 | 0.88% |
The brochure states three named fee tracks, Institutional Advisory Service, Private Client Group, and Private Equity Funds; the Private Client Group discretionary schedule is used here because it is the firm’s own named program for individual and family wealth management clients, distinct from its much larger institutional business. The tiered rate of one percent on the first one million dollars, three quarters of one percent on the next four million dollars, and half a percent above five million dollars is applied directly, with no minimum fee floor because the disclosed minimum applies only to the separate non-discretionary program.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Fort Washington Investment Advisors’s own published rate runs $5,000 a year.
Comparing Fort Washington Investment Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (June 23, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049252
- SEC Investment Adviser Public Disclosure, Fort Washington Investment Advisors, Inc. (CRD #107126): https://adviserinfo.sec.gov/firm/summary/107126
- Fort Washington Investment Advisors, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/107126/PDF/107126.pdf
Methodology. This page was built September 28, 2026, drawing on Fort Washington Investment Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.
Weighing whether to move ahead? Read the full Fort Washington Investment Advisors review.
Is Fort Washington Investment Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Fort Washington Investment Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Fort Washington Investment Advisors against other options? See Fort Washington Investment Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.