Fiduciary Planners, operating as DILIBERTO, A.J., provides personalized financial planning and wealth management services. These services include financial planning, portfolio management, investment consulting, and pension consulting. Fiduciary Planners works with clients to understand their financial situation and objectives, then develops strategies to help them achieve their goals.
Assets Under Management$850K
Clients4
Advisors1
Avg. per Client$210K
Avg. per Advisor$850K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For clients who desire Portfolio Management Services only, the fee is negotiated, not to exceed 1.5% annually of the assets under the management of Fiduciary Planners. This service would exclude all other financial planning and other services that are included with the Personal Wealth Management Agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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