Fiduciary Financial Group provides investment management and financial planning services to individuals, families, and businesses. FFG manages investments through both model portfolios and individual accounts, using ETFs, mutual funds, and individual stocks. Financial planning is included with investment management or offered separately. FFG may use sub-advisors to manage client assets. FFG does not act as a custodian of client assets.
Assets Under Management$1B
Clients395
Advisors9
Avg. per Client$2.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. US Treasury only accounts are billed at 0.30% if total assets are $1,000,000 or greater and 0.50% of total assets are less than $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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