Fiduciary Financial Advisors provides investment management, financial planning, and professional trustee services. They manage portfolios for individuals, families, trusts, retirement plans, corporations, and charities. They may recommend investments in equities, debt securities, and alternative assets. Fiduciary Financial also offers financial planning services covering investment, retirement, insurance, tax, and education planning. Certain advisors can act as professional trustees.
Assets Under Management$1.2B
Clients2,035
Advisors50
Avg. per Client$570K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
50 Advisors at this firm
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