Fiduciary Counselling INC
Assets Under Management
$9.5B
Number of Clients
1,721
Number of Advisors
20
Avg. Portfolio per Client
$5.5M
Avg. Managed per Advisor
$475.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Fiduciary Counselling, Inc. (FCI) offers investment advice and financial planning services to individuals, trusts, charities, corporations, and other entities. FCI creates investment plans, recommends securities, and manages portfolios. FCI also provides accounting, tax, and estate planning services in consultation with legal counsel. FCI primarily serves descendants and family members of a single family and their related entities.
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% |
FCI reserves the right to exclude assets from the fee schedule, provide discounts, and aggregate accounts for breakpoint purposes.
Fee Estimator
Areas of Practice
Location
30 East 7th Street, Suite 2000, St Paul, MN, 55101-4930