Fifth Third Wealth Advisors LLC
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Overview
Fifth Third Wealth Advisors LLC is located at 38 Fountain Square Plaza, Cincinnati, OH. The firm employs 37 financial advisors to manage client portfolios and provide financial guidance. Fifth Third Wealth Advisors LLC is not a registered broker-dealer.
Fifth Third Wealth Advisors LLC oversees $571.7 million in assets under management across 389 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Fifth Third Wealth Advisors LLC includes asset-based and fixed fees. The firm has 196 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, and commodity pool advisor.
Fifth Third Wealth Advisors LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fifth Third Wealth Advisors LLC by the Numbers
$571.7 million
47
389
$1.5 million
Products and Services
Fifth Third Wealth Advisors LLC provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. In the last financial year, Fifth Third Wealth Advisors LLC provided financial planning services to 45621 of its accounts. The Firm is not engaged in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely depend on the type of services provided. Fees charged by Fifth Third Wealth Advisors LLC likely consist of any blend of the following fee structures: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of clients. The company provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations. Out of its 6 clients, Fifth Third Wealth Advisors LLC's largest client type by number of accounts is high net worth investors, but it also manages money for 196 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 75.38%
- Other Individuals - 18.08%
- Corporations - 5.77%
- Charitable Organizations - 0.77%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fifth Third Wealth Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fifth Third Wealth Advisors LLC
Cincinnati, OH
Pittsburgh, PA
Atlanta, GA
Tampa, FL
Putnam Valley, NY
Pittsburgh, PA
Cincinnati, OH
Naples, FL
Cincinnati, OH
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