Fiduciary Wealth Management manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, trusts, and estates. Fiduciary Wealth Management builds customized investment portfolios using asset allocation, mutual funds, and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. In addition to ongoing portfolio management, the firm offers standalone financial planning covering retirement, taxes, insurance, cash management, and estate planning. Fiduciary Wealth Management acts in the best interest of clients as a registered investment advisor and typically requires a minimum account size of $1,000,000 for wealth management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $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% |
Accounts under $500,000 require approval. Fees are negotiable for accounts over $5,000,000.
