Fiduciary Counselling, Inc. (FCI) offers investment advice and financial planning services, including accounting, tax, and estate planning, primarily to descendants and family members of a single family and their related entities. FCI creates investment plans, manages portfolios, and offers advice on various investments, including private equity. They also provide administrative services like bill paying and tax return preparation. FCI may recommend investments in the Clearwater Investment Trust and Private Funds, and they may also recommend rolling over retirement accounts into an IRA managed by them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.68% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.46% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.31% |
| $50.0M - $75.0M | 0.28% |
| $75.0M - $100.0M | 0.23% |
| $100.0M - $200.0M | 0.16% |
| $200.0M - $300.0M | 0.10% |
| $300M+ | 0.08% |
FCI reserves the right to reduce or waive fees at its sole discretion, exclude assets from the fee schedule, provide discounts, and aggregate accounts for breakpoint purposes. Shares of exempted family companies are excluded from the fee schedule.