Fiduciary Wealth Partners offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. The firm helps clients with investment management, financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Fiduciary Wealth Partners advises on mutual funds, ETFs, equities, REITs, bonds, treasuries, options, and limited partnership interests.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Early career professionals pay a minimum of $500 per quarter ($2,000/year) until AUM exceeds $250,000. For AUM less than $500,000, a minimum fee of $1,250 per quarter applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...