Fiduciary Wealth provides investment management services to individuals, focusing on long-term growth with a moderate to aggressive risk tolerance. The firm manages concentrated, non-diversified portfolios, which can be more volatile. Fiduciary Wealth has discretion over investment choices and does not take custody of client assets. The firm also holds educational seminars and workshops.
Assets Under Management$15M
Clients66
Advisors1
Avg. per Client$230K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee may be negotiable under special circumstances. Accounts within the same household may be combined for a reduced fee, at the discretion of Fiduciary Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...