Fiduciary Solutions, LLC (FS) selects third-party money managers (TPMMs) for clients based on an Investment Policy Statement created for each client. FS evaluates the client's current investments, risk tolerance, and time horizon. Clients grant FS limited authority to select TPMMs. FS monitors these TPMMs on behalf of clients. FS uses only Beacon Capital Management and/or Hansen & Associates Financial Group as TPMMs, limiting clients' investments to those offered by these two TPMMs.
Assets Under ManagementN/A
Clients563
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.45% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.15% |
These fees are paid to the third-party money manager (TPMM), not Fiduciary Solutions. Fiduciary Solutions charges a separate fee of 0.90% to 1.35% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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