Fiduciary Counsel, operating under ForeSight Management Co., Inc., offers investment supervisory services to private clients. Client assets are held at Charles Schwab. They use Envestnet's platform for rebalancing, trading, and manager due diligence. For passive portfolios, they use Dimensional Fund Advisors. They also provide financial, tax, and retirement planning services. A wrap fee program is available through Envestnet.
Assets Under Management$5.5M
Clients24
Advisors1
Avg. per Client$230K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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