The Fiduciary Group
Assets Under Management
$1.7B
Number of Clients
667
Number of Advisors
11
Average Client AUM
$2.6M
AUM per Advisor
$157.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Fiduciary Group (TFG) provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, nonprofit organizations, and 401(k) plans. Services include investment advice, asset allocation, and active portfolio management. TFG also offers financial planning services to assist clients in achieving their financial goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60.0M - $80.0M | 0.30% |
| $80.0M - $100.0M | 0.25% |
| $100.0M - $120.0M | 0.20% |
| $120M+ | 0.20% |
In certain circumstances, such as concentrated holdings with low cost basis (which will not be traded frequently), the nature of the particular duties involved with account management, length or nature of client relationship, or other unique factors, our fees are negotiable. Advisory fees for certain family members are discounted or, for immediate family, waived.
Fee Estimator
TFG charges an annual investment management fee based on a percentage of assets under management, billed quarterly. The minimum annual fee is $5,000 per client relationship ($1,250 per quarter). Bill pay services are available for a fixed fee, starting at $150 per quarter, depending on the amount of work involved. Financial planning services are included in the asset management fee for investment advisory clients.
Areas of Practice
Location
310 Commercial Drive, Savannah, GA, 31406-3682