Fiduciary Advisors manages retirement plan programs and investment platforms for retirement plans and individual investors. The firm offers programs such as ManagedPlan, which provides access to third-party professional portfolio managers, and the 403B Fiduciary Overlay Program, which helps retirement plan participants select and manage mutual funds and exchange-traded funds. Fiduciary Advisors primarily focuses on retirement accounts and works with independent custodians like AdvisorTrust to safeguard client assets. The firm operates under a legal obligation to act in your best interest and tailors its offerings to help individuals and retirement plans navigate their long-term savings goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Maximum fee is 0.15% annually. Fees may be negotiated. A minimum annual fee of $60.00 applies per investment account.