Fiduciary Capital offers ongoing investment management based on your financial situation and goals. They also provide financial planning and consulting services, including goal planning, cash flow analysis, investment planning, risk management, estate planning, and retirement planning. Fiduciary Capital may recommend Brookstone Capital Management LLC to clients.
Assets Under Management$43M
Clients61
Advisors4
Avg. per Client$700K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees may be negotiable based on certain circumstances. For accounts managed at Charles Schwab with Brookstone Capital Management, a flat fee of 1.5% is charged.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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