Fiduciary Wealth Management (FWM) offers wealth management and financial planning services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, and small businesses. FWM develops a client's personal investment policy and manages a portfolio based on that policy. Financial planning services may include cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving planning, tax planning, and capital needs planning.
Assets Under Management$51M
Clients70
Advisors2
Avg. per Client$730K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for accounts over $5,000,000. Under $500,000 requires approval.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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