Assets Under Management
$247.7M
Number of Clients
203
Number of Advisors
5
Average Client AUM
$1.2M
AUM per Advisor
$49.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fiduciary Financial Partners, LLC offers comprehensive wealth management, financial planning, and retirement plan advisory services. Wealth management includes asset management and financial planning. Financial planning covers various areas like investments, taxes, retirement, and estate planning. Retirement plan services are offered to employer plan sponsors.
| Assets Under Management | 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% |
All fees are negotiable.
1250 E. Diehl Road, Suite 404, Naperville, IL, 60563