First Fiduciary Investment Counsel INC
Assets Under Management
$537.0M
Number of Clients
226
Number of Advisors
4
Average Client AUM
$2.4M
AUM per Advisor
$134.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
First Fiduciary Investment Counsel, Inc. offers discretionary investment management services to individuals and institutions. They specialize in equity investing with a focus on dividend-paying companies. The firm also provides wealth management planning and cash flow analysis for a separate fee. They are a fee-only firm and do not sell investment products or accept commissions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
First Fiduciary, in its sole discretion, may agree to charge an investment advisory fee different from its standard fee schedule. First Fiduciary may charge an annual minimum fee.
Fee Estimator
First Fiduciary charges a fee based on a percentage of assets under management. The standard fee schedule is 1.00% on the first $1,000,000; 0.75% on the next $2,000,000; 0.60% on the next $7,000,000; and 0.50% on the remaining balance. They may charge an annual minimum fee. Wealth management planning and cash flow analysis typically ranges from $1,000 to $5,000, determined on a case-by-case basis.
Areas of Practice
Location
6100 Oak Tree Blvd. Suite 185, Cleveland, OH, 44131