Blake Fischer is a registered investment advisor at Fiduciary Wealth Partners, based in Citrus Heights, CA. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Early career professionals pay a minimum of $500 per quarter ($2,000/year) until AUM exceeds $250,000. For AUM less than $500,000, a minimum fee of $1,250 per quarter applies.
Fee Estimator
Location
Citrus Heights, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fiduciary Wealth Partners
State Registrations1 state
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