Fiduciary Financial Planning Network provides ongoing portfolio management and financial planning services tailored to individual client goals, risk tolerances, and time horizons. The firm primarily constructs diversified portfolios using index funds, exchange-traded funds, and mutual funds, while also accommodating specific client restrictions. In addition to investment management, Fiduciary Financial Planning Network offers comprehensive financial planning covering retirement, taxes, insurance, debt, and college savings through both ongoing and one-time engagements. The firm operates as a registered investment advisor legally required to act in your best interest, and requires no minimum investment size to work with clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Standard fees are generally negotiable. Fees are calculated based on the value of assets on the last business day of the prior billing period and paid monthly in advance.