FiduciaryVest offers investment advice to hospitals, retirement plans, foundations, endowments, corporations, governmental bodies, and high net worth individuals. For individuals, FiduciaryVest creates tailored portfolios based on their objectives and risk tolerance. They primarily manage portfolios with the authority to make trades without asking first, but can also work with clients who want to approve each trade. FiduciaryVest may recommend outside money managers, and monitor their performance.
Assets Under Management$4.4B
Clients35
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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