Fiduciary Management is an independent money management firm founded in 1980 and based in Milwaukee, Wisconsin. The firm specializes in equity investment strategies applying a value discipline, backed by fundamental research. Fiduciary Management offers six equity strategies: Large-Cap, Small-Cap, All-Cap, International Equity, Focused Global Equity, and Global Equity. The firm manages assets through separately managed accounts, wrap fee programs, unified managed accounts, and the FMI Family of Funds. Fiduciary Management serves domestic and international institutions, registered investment advisors, and individual investors, including high-net-worth clients. The firm does not offer financial planning services, tax advice, or assistance in selecting other investment managers or mutual funds not managed by Fiduciary Management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.70% |
| $100M+ | 0.60% |
Rates shown represent the Small-Cap strategy schedule (the highest standard rate schedule offered). Other strategies have lower rates: Large-Cap (0.35% to 0.55%), All-Cap (0.45% to 0.65%), International (0.55% to 0.70%), Global (0.45% to 0.60%), and Focused Global (0.50% to 0.65%). Fees are negotiable.