Fiduciary Alliance manages investment portfolios and provides financial planning services. Financial planning covers areas like business planning, cash flow management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. The firm uses fundamental, technical, cyclical, and charting analysis. Advisor Representatives may have their own legal business entities whose trade names and logos are used for marketing purposes and may appear on marketing materials or client statements.
Fee Structure
Fiduciary Alliance charges a percentage of the value of your portfolio, up to 2.00% per year. This fee is negotiable. The fee is calculated and paid quarterly, in advance. In addition, for certain alternative investments, Fiduciary Alliance may receive up to 25% of the profits above a certain return threshold. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.