Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593
Get directionsRegulatory History
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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Dawuanta is the Principal of NL Capital Ventures, focusing on management and acquisitions in the healthcare sector, dedicating about 10% of their time to this role. Dawuanta also has a personal LLC, Eagle Planning Services, used for payments from Capasso Planning Partners.