Fiduciary Benefits Group (FBG) offers retirement plan consulting to employer plan sponsors and investment management services to individuals. FBG develops investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. FBG may recommend third-party professionals but does not receive compensation from them. FBG also offers fee-based annuities.
Assets Under Management$840M
Clients261
Advisors4
Avg. per Client$3.2M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $7.0M | 0.90% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. The fee schedule is the same for both Investment Management Services and Fee Based Annuities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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