Fiduciary Family Office provides financial planning, family office services, consulting, and investment management. Planning covers business, retirement, cash flow, risk, trust, estate, charitable giving, reporting, distribution, investment, tax, insurance, and education. Family office services include oversight of financial strategies, cash management, banking liaison, financial analysis, and vendor negotiation. Investment management is discretionary, using ETFs, stocks, bonds, options, alternative investments, mutual funds, and independent managers.
Fee Structure
Fiduciary Family Office charges an annual fee for investment management based on the amount of assets managed. This fee typically ranges from 0.50% to 1.50%, depending on the size and composition of your portfolio, the type and amount of services, and who provides the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may also charge a fixed fee for wealth management services.