Fiduciary Management Group (FMG) offers a range of services to wealthy individuals and families, including financial planning, investment portfolio management, and financial consulting. FMG helps clients manage their wealth by providing advice on asset allocation, monitoring investments, and recommending specific securities. FMG manages client assets on a discretionary basis. FMG also provides advice in the form of a financial plan.
Assets Under Management$71M
Clients52
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
FMG charges a percentage of the value of your portfolio for managing your investments. The exact percentage is negotiable and typically ranges from 0.75% to 2% per year, charged quarterly. The final fee depends on the complexity of the services and the client's needs.
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