Fiducia Wealth Management provides investment management and financial planning services tailored to individual client needs. For investment management, Fiducia considers client goals, risk tolerance, and long-term expectations, constructing portfolios primarily with ETFs, mutual funds, individual bonds and equities, real estate securities, and options. Financial planning services cover areas like financial position, tax analysis, risk management, retirement planning, and estate planning reviews. Clients receive regularly scheduled meetings and consultations.
Assets Under Management$25M
Clients83
Advisors1
Avg. per Client$300K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the sole discretion of Fiducia.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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