First Fiduciary Investment Counsel provides investment management services to individuals and institutions. They focus on equity investing, emphasizing dividend-paying companies. For clients who want fixed income investments, they may include corporate bonds, U.S. Treasury instruments, and municipal bonds. First Fiduciary is a fee-only firm and does not sell investment products or accept commissions. Client assets are held by third-party custodians.
Assets Under Management$540M
Clients226
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$130M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
First Fiduciary, in its sole discretion, may agree to charge an investment advisory fee different from its standard fee schedule. First Fiduciary may charge an annual minimum fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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