Fiducient Advisors offers professional investment advisory, consulting, and management services to a wide range of clients, including retirement plans, endowments, foundations, non-profits, family offices, and individual investors. The firm's services encompass investment strategy development, manager research and selection, asset allocation studies, performance monitoring, and comprehensive wealth management through its Wealth Office division. Fiducient Advisors tailors its approach based on individual client objectives, utilizing a proprietary database and research team to construct diversified portfolios. The firm operates with a strong emphasis on institutional consulting while also serving private wealth clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are customized and negotiated in advance based on account type, complexity, and scope. Non-discretionary advisory fees typically range from 0.01% to 1.0%, while discretionary wealth management fees range up to 1.0%.
