Fiduciary Financial Partners, LLC
Fiduciary Financial Partners manages investment portfolios and provides personalized financial planning for individuals, families, and retirement plans. Services include comprehensive wealth management, retirement planning, tax management, estate planning, and protection planning. Fiduciary Financial Partners helps clients understand their financial goals and risk tolerance, builds tailored investment portfolios using exchange-traded funds, mutual funds, and individual securities, and regularly reviews accounts. The firm may also recommend third-party sub-advisors to manage portions of client portfolios through specialized investment strategies. Additionally, Fiduciary Financial Partners offers advisory services to employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable. Sub-advisor platform fees are in addition to this schedule.