Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Fort Washington Investment Advisors is registered with the SEC as an investment adviser (CRD #107126, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,000 a year under its published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
For a closer look at this firm: Fort Washington Investment Advisors Alternatives.
Fort Washington Investment Advisors at a glance
| Fact | What Fort Washington Investment Advisors’ own pages say |
|---|---|
| Legal entity | Fort Washington Investment Advisors, Inc. |
| Registration | Fort Washington Investment Advisors, Inc. is registered with the SEC as an investment adviser (CRD #107126, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Fort Washington Investment Advisors |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What Fort Washington Investment Advisors’ own fee schedule charges
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.
“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%”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $17,500 |
See the full breakdown, including how the figure is calculated, on Fort Washington Investment Advisors’ own fee page.
Registration
Fort Washington Investment Advisors, Inc. is registered with the SEC as an investment adviser (CRD #107126, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Fort Washington Investment Advisors.
What it costs to leave
Fort Washington Investment Advisors does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #107126, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/107126
Methodology. This page was built September 28, 2026, drawing directly on Fort Washington Investment Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Fort Washington Investment Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm 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 Fort Washington Investment Advisors’ own Form ADV Part 2A and Form CRS. We have not used Fort Washington Investment Advisors as a client. Fort Washington Investment Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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