FiduciaOne provides investment management based on your goals and risk tolerance, creating a personalized investment plan. They also offer financial planning services covering investments, insurance, taxes, retirement, and college savings. FiduciaOne generally advises on mutual funds, fixed income, insurance products, stocks, ETFs, and treasury inflation-protected bonds. A minimum of $250,000 in managed assets is required for full-service financial planning included with investment management.
Assets Under Management$35M
Clients42
Advisors1
Avg. per Client$840K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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