Fiducial Partners LLC offers investment management services tailored to clients' individual needs, objectives, and risk tolerance. Fiducial provides advice on equities, mutual funds, exchange traded funds, and fixed income instruments. Clients grant Fiducial the authority to manage their investment accounts, including buying and selling securities, without prior consultation. Clients are responsible for notifying Fiducial of any changes to their financial situation or goals.
Assets Under Management$1.5M
Clients7
Advisors1
Avg. per Client$210K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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