Fiduciary Financial Partners, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Fiduciary Financial Partners offers wealth management and financial planning services to individuals, families, and businesses. The firm helps clients with investment management, retirement planning, tax management, and estate planning. They also provide retirement plan advisory and consulting services to employer plan sponsors.
Assets Under Management$290M
Clients218
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
All fees are negotiable. Minimum client fee of $7,500 annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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