Fiduciary Experts LLC specializes in the retirement industry, serving as consultants, fiduciaries, and investment managers for company and government retirement plans. They provide independent fiduciary best practice processes, co-fiduciary and discretionary fiduciary services, implementing best practices with a set process, specific evaluation criteria, benchmarking costs, and quarterly investment monitoring. They also offer financial planning services, which involve preparing a written financial plan covering only those specific areas of concern mutually agreed upon.
Assets Under Management$890M
Clients67
Advisors3
Avg. per Client$13M
Avg. per Advisor$300M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $40.0M | 0.25% |
| $40.0M - $115.0M | 0.20% |
| $115M+ | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...