Global Fiduciary Partners offers financial planning and investment advisory services tailored to federal professionals. Services include financial management and investment advice, comprehensive financial planning, targeted hourly sessions, project-based financial planning, returning client planning reviews, and seminars/workshops. The firm also offers non-advisory educational programs.
Assets Under Management$54K
Clients1
Advisors1
Avg. per Client$54K
Avg. per Advisor$54K
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the Advisor’s discretion. The Firm may consider total assets under management (AUM) across all related accounts when setting the fee. The Firm generally requires a minimum annual fee of $2,000, which the Advisor may waive at their discretion. Fees will never exceed 3% of AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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