KMG Fiduciary Partners offers comprehensive wealth management services, which include discretionary investment management and a wide range of financial planning and consulting services. The firm helps clients with business planning, cash flow forecasting, estate planning, investment consulting, insurance, retirement planning, tax planning, and charitable giving. KMG Fiduciary Partners tailors its approach to each client's specific needs, risk tolerance, and time horizon. The firm primarily allocates client assets across mutual funds, exchange-traded funds, and individual stocks and bonds, and may also select independent managers to oversee portions of client portfolios. Additionally, the firm provides retirement plan consulting services to employee benefit plans and their sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated based on factors such as anticipated future assets, account composition, and related accounts.