Fiduciary Organization, LLC (FIDO) offers investment management and financial planning services. FIDO develops investment plans based on client goals and manages portfolios using stocks, bonds, ETFs, and other securities. Financial planning services include business planning, cash flow management, college savings, estate planning, insurance review, retirement planning, risk management, and tax strategies. FIDO also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
FIDO charges an annual fee of 1.50% of the value of your investments. This fee is paid monthly, quarterly, or annually. If FIDO uses an outside manager, the combined fee will not exceed 2% of your investments. FIDO may use either a blended or breakpoint fee schedule, and the blended fee schedule may result in higher fees.