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Updated September 28, 2026. Quick answer: $500,000 for the Private Client Group program for High-Net-Worth Individual and Family accounts. Fort Washington Investment Advisors’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Fort Washington Investment Advisors’ own published fee schedule works out to $5,000 a year.
The minimum, in the firm’s own words
“The minimum size for High-Net-Worth Individual and Family accounts is $500,000.”
On waivability: “Fort Washington reserves the right to waive or reduce minimum account requirements at its discretion.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the Private Client Group program for High-Net-Worth Individual and Family accounts | $500,000 | $5,000 | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A, June 23, 2026 | |||
Fort Washington Investment Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $17,500 |
What else to know
Fort Washington also runs a much larger institutional business with separate strategy minimums ranging from $1 million to $100 million (for example, $3 million for Dividend Equity, $100 million for Strategic Income); those are institutional, not retail, and are not the figure priced here. The brochure also discloses a grandfathering policy: existing clients keep the minimum in effect when they joined, so a current client’s actual minimum can differ from the $500,000 figure quoted to new clients today.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Fort Washington Investment Advisors’ own published fee schedule runs $5,000 a year; see the full dollar breakdown from Fort Washington Investment Advisors’ own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Fiducient Advisors.
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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- 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, quoting directly from Fort Washington Investment 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.