Fiduciary Standard, LLC provides ongoing investment management services, supervising client accounts based on their financial situation, goals, and risk tolerance. They primarily use common stocks, preferred stocks, and options to build diversified portfolios. Clients can place reasonable restrictions on their accounts. Fiduciary Standard, LLC does not participate in wrap fee programs.
Fee Structure
Fiduciary Standard, LLC charges an annual fee based on the value of your investments, billed quarterly in advance. The fee varies depending on the type of investments in your account:
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Common Stocks/Preferred Stocks/Options:
- 1.50% on assets from $250,000 to $500,000
- 1.25% on assets from $500,001 to $1,000,000
- 1.00% on assets from $1,000,001 to $1,500,001
- 0.875% on assets from $1,500,000 to $2,000,000
- 0.75% on assets above $2,000,001
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Fixed Income Securities (Municipal Bonds):
- 0.55% on assets from $250,000 to $500,000
- 0.40% on assets from $500,001 to $1,000,000
- 0.375% on assets from $1,000,001 to $2,000,000
- 0.35% on assets from $2,000,001 to $3,000,000
- 0.325% on assets from $3,000,001 to $5,000,000
- 0.30% on assets from $5,000,001 to $10,000,000
- 0.275% on assets from $10,000,001 to $15,000,000
- 0.25% on assets from $15,000,001 to $20,000,000
- 0.20% on assets above $20,000,001
A minimum account size of $250,000 is required. The firm determines a blended fee rate based on the asset allocation in your portfolio.