Fiduciary Consulting Group manages investment portfolios and provides financial planning for individuals, trusts, and retirement plans. Founded in 1995 and based in Venice, Florida, the registered investment advisor focuses on long-term investment strategies using low-cost, passively managed mutual funds and index funds, such as those from Dimensional Fund Advisors and Vanguard. Fiduciary Consulting Group emphasizes broad diversification and asset allocation rather than stock picking or market timing. In addition to ongoing portfolio management, the firm offers financial planning consulting covering areas such as income and estate tax planning, business sale structures, college savings, retirement planning, insurance analysis, and cash flow management. The firm is owned by Thomas C. Tyler, Jr., who is also a practicing attorney specializing in real estate, estate planning, tax, and business law.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Subject to a minimum annual fee of $6,000. Fees and account minimums may be negotiable at the firm's discretion.