Fiducient Advisors LLC
Assets Under Management
$67.6B
Number of Clients
1,148
Number of Advisors
64
Average Client AUM
$58.9M
AUM per Advisor
$1.1B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fiducient Advisors offers professional investment advisory, consulting, and investment management services to various clients, including retirement plans, nonprofits, individuals, and family offices. Services include retirement plan assistance, OCIO, financial wellness, and wealth management. The firm also provides asset allocation studies, vendor searches, and performance monitoring.
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
Location
500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593