Fiduciary Counselling, Inc. provides comprehensive wealth management services, combining investment management with accounting, tax preparation, estate planning, trust administration, and family office services. Founded in 1941, Fiduciary Counselling, Inc. builds personalized portfolios using asset allocation models, exchange-traded funds, mutual funds, private equity, and individual securities. The firm serves individuals, trusts, charities, and businesses, often managing holistic family financial needs across generations. Fiduciary Counselling, Inc. operates on both discretionary and non-discretionary bases, tailoring investment strategies to each client's specific goals and investment policy statement. In addition to core portfolio management, the firm assists with administrative tasks such as bill-paying, mortgage acquisition, tax return preparation, and insurance policy administration. Fiduciary Counselling, Inc. charges an inclusive fee based on a percentage of the total assets managed, with tiered breakpoints lowering the rate for larger portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.68% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.46% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.31% |
| $50.0M - $75.0M | 0.28% |
| $75.0M - $100.0M | 0.23% |
| $100.0M - $200.0M | 0.16% |
| $200.0M - $300.0M | 0.10% |
| $300M+ | 0.08% |
Fees are generally billed quarterly in arrears. Minimum annual fees apply depending on account type ($1,000 standard minimum for individuals and foundations; $250-$500 for certain trusts).