Fiduciary Wealth Management (FWM) refers clients to third-party money managers. FWM helps clients determine their investment objectives and recommends suitable portfolios offered by these managers. FWM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. FWM also offers assistance to plan participants who seek advice in choosing and allocating investments within their 401(k), 403(b), 457 or similar defined contribution plan.
Fee Structure
Fiduciary Wealth Management (FWM) does not directly manage your investments. Instead, FWM refers you to third-party money managers. You'll pay an annual advisory fee as set forth in the investment advisory agreement for the third-party advisor. The fee paid to FWM is negotiated with the client and generally ranges from 1.00% to 2.0%.