Fiducia Wealth Management (FWML) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. FWML creates an Investment Policy Statement for each client. FWML may request authority to make trades without asking first. FWML generally invests in mutual funds, fixed income, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. FWML has an agreement with an unaffiliated CPA to offer clients, at no additional cost, accounting work.
Assets Under Management$36M
Clients45
Advisors1
Avg. per Client$800K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.25% |
| $800K - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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