Fiducient Advisors offers investment advice and management to retirement plans, endowments, foundations, family offices, and individuals. Services include asset allocation, investment manager selection, performance monitoring, and financial planning. For individuals, Fiducient develops investment strategies based on their goals and risk tolerance, offering both investment-only and comprehensive financial planning services. Fees are customized based on the scope of engagement and client circumstances.
Fee Structure
Fiducient Advisors offers investment management services to individuals through The Wealth Office®. Investment strategies are tailored to individual goals and objectives. Fees vary based on the scope of the engagement and the level of authority Fiducient has to make trades without asking you first. Fees are calculated as a percentage of the assets they manage. There is also a model portfolio program with a $50,000 minimum investment.