Fiduciary Pension Partners (FPP) offers portfolio management services based on individual client goals, risk tolerance, and time horizon. FPP creates an Investment Policy Statement for each client. FPP also offers retirement plan solutions for plan sponsors, including investment insight, plan benchmarking, and fiduciary monitoring. FPP may act as a subadvisor to other advisors.
Assets Under Management$89M
Clients28
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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