Guides › Financial Advisor Fees
Updated September 24, 2026. Quick answer: Fifth Third Wealth Advisors does not publish a minimum dollar amount to open a FTWA’s advisory program (equity, cash and mixed accounts) account. Instead, it enforces a $7,500-a-year minimum annual fee, which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
The minimum, in the firm’s own words
“Minimum Annual Fee $7,500… Accounts below $750,000 that are charged the minimum fee are assessed a fee as a percentage of their assets that is greater than the highest rate tier of the published fee schedule.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| FTWA’s advisory program (equity, cash and mixed accounts) | No published minimum account size | $7,500-a-year minimum annual fee | N/A (fee floor, not account-size minimum) |
| Source: Fifth Third Wealth Advisors LLC Form ADV Part 2A Brochure, March 30, 2026 | |||
Fifth Third Wealth Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $7,500 |
| $500,000 | $7,500 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What else to know
Fifth Third Wealth Advisors’ own brochure does not state a minimum account size; it enforces a $7,500-a-year minimum fee instead, which binds on accounts below $750,000 under its equity/cash/mixed-account schedule.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Fifth Third Wealth Advisors’ own published fee schedule runs $7,500 a year; see the full dollar breakdown from Fifth Third Wealth Advisors’ own fee disclosure across several account sizes.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Fifth Third Wealth Advisors LLC Form ADV Part 2A Brochure (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032396
- SEC Investment Adviser Public Disclosure, Fifth Third Wealth Advisors LLC (CRD #313015): https://adviserinfo.sec.gov/firm/summary/313015
- Fifth Third Wealth Advisors LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/313015/PDF/313015.pdf
Methodology. This page was built September 24, 2026, quoting directly from Fifth Third Wealth Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing other bank-affiliated wealth management minimums? See Huntington Private Bank’s minimum investment too.
Is Fifth Third Wealth Advisors a fiduciary? See what its own Form CRS says about registration, standard of conduct, and how its representatives are paid.
Weighing whether to move ahead? Read the full Fifth Third Wealth Advisors review, including its fiduciary status and what it costs to leave.
Comparing Fifth Third Wealth Advisors against other options? See Fifth Third Wealth Advisors alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.
Already with Fifth Third Wealth Advisors and weighing a move? How to leave Fifth Third Wealth Advisors covers what it costs to transfer out.