Fiduciary Tactical Strategies (FTS) offers investment management services to individuals, families, trusts, estates, and family businesses. FTS manages accounts on a discretionary basis, using a tactical asset allocation and market timing strategy with index mutual funds and exchange-traded funds (ETFs). FTS may also refer clients to independent money managers and evaluate their portfolio performance. The firm's compensation comes solely from client fees.
Assets Under Management$13M
Clients107
Advisors2
Avg. per Client$120K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1000K | 1.60% |
| $1M+ | 1.60% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...