The Fiduciary Group provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, families, trusts, estates, and retirement plans. The firm builds customized separately managed accounts using individual stocks, bonds, mutual funds, and exchange-traded funds based on a personalized investment policy statement. The Fiduciary Group also serves as a fiduciary investment manager for participant-directed retirement plans and offers specialized administrative services such as bill paying and trust or executor appointments. Financial planning is included at no additional cost for investment management clients. The firm operates as an indirect subsidiary of Focus Financial Partners and maintains offices in Savannah, Georgia.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 based on unique factors such as concentrated low-cost holdings or relationship length. Advisory fees for certain family members are discounted or waived.