fee-structure Fiduciary Consulting Group, Inc. is a FEE-ONLY Investment Advisory and Financial Planning registered investment advisory firm. FEE-ONLY means that we are compensated solely by our clients, and receive nothing from the sale of financial products nor from any other source.

Our fees for Financial Planning services are determined on an individual basis and will be charged as quoted at the beginning of the process.

Our Investment Advisory service fee is based upon the dollar value of the assets we manage and are determined by the following schedule:

  • Assets managed under $1,000,000                                                  .8%
  • Assets managed over $1,000,000 but less than $3,000,000.00      .4%
  • Assets managed over $3,000,000                                                     .2%

 

 

 


INTERESTED IN A PRIVATE CONSULTATION OR ATTENDING AN EDUCATIONAL SEMINAR? CALL 941-412-3451