Fiduciary Financial Advisors offers a wide range of financial services, including discretionary investment management, financial planning, digital asset management (such as bitcoin), professional trustee services, outsourced chief financial officer services, and independent third-party money management. Fiduciary Financial Advisors tailors its investment strategies to meet each client's specific needs, risk tolerance, and time horizon. The firm primarily invests in equities, bonds, mutual funds, exchange-traded funds, and options, and may also recommend alternative investments or digital assets where appropriate. Fiduciary Financial Advisors works with individuals, high-net-worth families, trusts, retirement plans, and businesses, operating with a legally required commitment to act in clients' best interests.
Fee Structure
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 | 0.55% |
| $50.0M - $150.0M | 0.35% |
| $150M+ | 0.15% |
Fees are negotiable. Maximum annual fee rate is 0.95%.
