The Capital Group Fiduciary Advisors provides investment advice and manages portfolios for individuals, high net worth individuals, pension plans, charities, and corporations. They offer financial planning services, ranging from broad-based to single-subject planning. They also offer pension consulting services to employee benefit plans, including plan reviews, fund selection advice, and participant education. The firm may use sub-advisers to manage portions of client accounts.
Assets Under Management$210M
Clients286
Advisors1
Avg. per Client$720K
Avg. per Advisor$210M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.25% |
Fees negotiable for accounts over $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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