Assets Under Management
$1.7B
Number of Clients
667
Number of Advisors
11
Average Client AUM
$2.6M
AUM per Advisor
$157.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Fiduciary Group (TFG) offers wealth management to high-net-worth individuals and families, and investment management for trusts, estates, pension and profit-sharing plans, and 401(k) plans. Services include investment advice, asset allocation, and active portfolio management. TFG also offers financial planning services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60.0M - $80.0M | 0.30% |
| $80.0M - $100.0M | 0.25% |
| $100.0M - $120.0M | 0.20% |
| $120M+ | 0.20% |
Fees are negotiable in certain circumstances.
310 Commercial Drive, Savannah, GA, 31406-3682