Fiduciary Advisors, Inc. offers a complete package of advisory services, including participant-directed retirement plan services, portfolio management for various entities, and financial planning services to individuals. Investment recommendations are tailored to each client's needs and are not limited to specific products. The firm uses a strategic asset allocation approach based on Modern Portfolio Theory.
Assets Under Management$1.7B
Clients133
Advisors3
Avg. per Client$13M
Avg. per Advisor$580M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable or waived in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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