The Fiduciary Alliance manages individually tailored investment portfolios and offers comprehensive financial planning services. The firm builds personalized investment strategies based on each client's specific goals, risk tolerance, time horizon, and liquidity needs. Services include retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, tax strategies, and risk management. The Fiduciary Alliance works with individuals, high net-worth individuals, and business owners, operating with a legally required focus on acting in your best interest. The firm can manage investments directly or assist with accounts held elsewhere, such as retirement plans. In addition to standard portfolio management, the firm may offer access to specialized alternative investments and third-party investment managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%, and fees are negotiable. Certain alternative investments may also involve a performance-based fee or carried interest of up to 25% of profits above a threshold.