FiduciaryVest Review


Trust Score 96%
Trust Score info_outline
Share

FiduciaryVest, federally registered in 2005, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 9 advisors. FiduciaryVest manages $15.2 billion and provides investment advisory services for 3 clients (1:1 advisor/client ratio).

FiduciaryVest requires a $5,000,000 minimum investment and charges a blended rate between 1.00% and 0.30% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 1 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $15.2 billion
Average Account AUM $5,055,488,075
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $5,000,000
Minimum Annual Fee $50,000
Advisor / Client Ratio 1:1
Headquarters Atlanta, GA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $5,000,000 1.00%
$5,000,001 to $10,000,000 0.75%
$10,000,001 to $25,000,000 0.50%
$25,000,001 to $50,000,000 0.40%
$50,000,001+ 0.30%


Questions & Answers



Get answers about FiduciaryVest


Ask a question question_answer


Feedback