Fiduciary Advisors provides access to investment managers through a wrap-fee platform called ManagedPlan. They also offer a platform for 403(b) retirement plans with approved mutual funds and exchange-traded funds. Fiduciary Advisors does not manage investments directly but provides the platform and list of investment options. Clients choose their investments based on their individual needs.
Assets Under Management$460M
Clients50
Advisors1
Avg. per Client$9.3M
Avg. per Advisor$460M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$60
Fiduciary Advisors offers two programs:
- ManagedPlan: Fees are set forth in the program agreement.
- 403(b) Fiduciary Overlay Program: The maximum fee for participation in this program is 0.15% of the value of your investments. Fees may be negotiable.
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