BS
CFA

Brian Joseph Samuels

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
64 advisors
Number of Clients
1,148 clients
Average Client Portfolio
$58.9M average
Assets Under Management
$67.6B

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$5,000 - $150,000

Due to the bespoke nature of the business, Fiducient Advisors does not have a standardized fee schedule. Fees are negotiated and vary based on factors like complexity, scope of work, account type, assets under management/advisement, and meeting frequency. Non-discretionary asset-based fees typically range from 0.01% to 1.0%. Discretionary asset-based fees range up to 0.30% for institutional clients and up to 1.0% for wealth management clients. Project-based fees range from $5,000 to $150,000.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersCorporate ExecutivesHigh Net Worth
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Advisor Information

Office location

20 William Street, Suite 165, Wellesley, MA, 02481

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fiducient Advisors LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Sii Investments, INC.
March 2009 - July 2011 · 2 yrs 4 mos
The Ayco Company,l.p.
September 2008 - November 2008 · 2 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.