Fiduciary Financial Group manages investment portfolios and provides personalized financial planning for individuals, high net worth clients, and businesses. The firm builds customized portfolios using exchange-traded funds, mutual funds, individual stocks, and closed-end funds, and can also incorporate private placements for eligible clients. Investment management services always include ongoing financial planning, covering areas such as retirement income projections, tax strategies, estate planning, and insurance analysis. Fiduciary Financial Group operates as a registered investment advisor with a legal obligation to act in your best interest. The firm maintains affiliations with certified public accounting and law practices, allowing clients to coordinate tax preparation and estate planning services directly, though clients are never required to use these affiliated professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Subject to a minimum annual fee of $7,200. United States Treasury only accounts are billed at 0.30% if assets are $1,000,000 or greater and 0.50% if under $1,000,000. Fees may be negotiable.