Assets Under Management
$537.0M
Number of Clients
226
Number of Advisors
4
Average Client AUM
$2.4M
AUM per Advisor
$134.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
First Fiduciary offers discretionary investment management, specializing in equity investing with dividends. They determine financial objectives, risk tolerance, and cash needs through client consultations. The firm does not sell investment products and is fee-only. Client assets are held by third-party custodians.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be different from the standard fee schedule at First Fiduciary's discretion. An annual minimum fee may be charged.
6100 Oak Tree Blvd. Suite 185, Cleveland, OH, 44131