Fiduciary Advisors manages investment portfolios and offers financial planning and consulting services for individuals, high net worth families, trusts, foundations, and retirement plans. Fiduciary Advisors creates personalized investment strategies based on each client's specific goals, risk tolerance, and time horizon, utilizing mutual funds, exchange-traded funds, individual bonds, and certificates of deposit. In addition to ongoing portfolio management, Fiduciary Advisors provides hourly or project-based financial planning to help clients navigate various financial decisions and retirement preparation. Fiduciary Advisors operates primarily as a fee-based firm, charging a percentage of the assets under management or hourly fees, and aims to provide tailored guidance without tying recommendations to proprietary financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are billed quarterly in arrears. A $2,500 minimum annual fee applies. Fees and minimums may be negotiated or waived in certain circumstances.