Fiduciary Capital Management offers customized investment management and financial planning services to individuals, high-net-worth clients, families, and businesses. Operating through a decentralized network of independent advisors, the firm creates tailored investment strategies, helps manage portfolios, and provides guidance on private funds, alternative investments, and corporate retirement plans. Fiduciary Capital Management works with multiple custodial platforms and third-party asset managers to execute trades and monitor client accounts. The firm acts with a legal obligation to put client interests first, helping clients build, preserve, and navigate their wealth through personalized strategies, ongoing reviews, and specialized consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual investment advisory fee is 2.50%. Specific fees are negotiated and outlined in the client agreement.