KMG Fiduciary Partners provides financial planning, consulting, and investment management services to individuals, families, and businesses. The firm offers comprehensive wealth management, including investment portfolio management and financial planning services such as retirement planning, tax planning, and estate planning. KMG Fiduciary Partners primarily uses mutual funds, exchange-traded funds (ETFs), and individual securities to manage client portfolios. They also recommend independent investment managers.
Assets Under Management$1.6B
Clients1,338
Advisors11
Avg. per Client$1.2M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management
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% |
KMG Fiduciary Partners may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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