The Fiduciary Group (TFG) provides wealth management services to high-net-worth individuals and families, as well as investment management for trusts, estates, pension and profit-sharing plans, and non-profit organizations. TFG also offers investment management services for 401(k) plans. When requested, TFG's principals can serve as trustee, executor, or power of attorney for clients. TFG works with clients to create an investment policy statement based on their goals, circumstances, and risk tolerance, investing in stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$1.7B
Clients667
Advisors11
Avg. per Client$2.6M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60.0M - $80.0M | 0.30% |
| $80.0M - $100.0M | 0.25% |
| $100.0M - $120.0M | 0.20% |
| $120M+ | 0.20% |
Fees are negotiable in certain circumstances. Advisory fees for certain family members are discounted or waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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