Fiduciary Consulting Group (FCG) manages investment portfolios and provides financial planning services. FCG works with clients to determine their investment goals and risk tolerance, then designs an investment strategy. FCG primarily uses passively managed mutual funds and exchange-traded funds (ETFs). In addition to investment management, FCG may consult with clients on various financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, and insurance analysis.
Assets Under Management$90M
Clients33
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.80% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...