Fiduciary Tactical Strategies manages investment portfolios for individuals, families, trusts, estates, and small businesses. The firm specializes in a tactical asset allocation and market timing strategy, primarily utilizing passively managed index mutual funds and exchange-traded funds. Fiduciary Tactical Strategies tailors its investment management to each client's specific goals, risk tolerance, and tax situation. In addition to direct account management, the firm offers investment consulting services, which may involve referring clients to independent money managers. Fiduciary Tactical Strategies operates as a registered investment advisor based in Chesterfield, Missouri, and is owned and led by Terry Bommer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.60% |
| $1M+ | 1.60% |
Fees for accounts of $1,000,000 or above are negotiable. Minimum account value is $25,000, but Individual Retirement Accounts are accepted with a $10,000 minimum.