Fiduciary Advisors, LLC
Assets Under Management
$464.5M
Number of Clients
50
Number of Advisors
1
Average Client AUM
$9.3M
AUM per Advisor
$464.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fiduciary Advisors, LLC (FA) is an SEC-registered investment advisor offering advisory services through registered advisors. They provide access to ManagedPlan, a wrap-fee platform with independent Investment Managers, and a 403B Fiduciary Overlay Program with approved mutual funds/ETFs. Assets are managed on a non-discretionary basis.
Fee Structure
ManagedPlan fees are detailed in the program agreement. The maximum fee for the Fiduciary Overlay Program is 0.15% of assets under management, but this fee may be negotiable. A minimum annual fee of $60.00 per investment account is charged.
Areas of Practice
Location
6975 Union Park Ctr, Suite 644, Cottonwood Heights, UT, 84047