Fiduciary Wealth Group offers wealth management with investment management and financial planning. They also provide financial planning and consulting services, including tax preparation. Additionally, they offer retirement plan consulting to employee benefit plans. Investment strategies are tailored to individual client needs and objectives. Clients grant Fiduciary Wealth Group authority to make trades without asking first.
Assets Under Management$180M
Clients222
Advisors3
Avg. per Client$800K
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Fiduciary Wealth Group's wealth management fee is a fixed annual dollar amount based on the value of your portfolio. The fee is billed quarterly in advance. For example, a portfolio between $0 and $499,999 has a $4,000 annual fee. Clients also receive complimentary tax preparation and filing services.
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