Fiduciary Family Office, LLC
Assets Under Management
$696.1M
Number of Clients
45
Number of Advisors
3
Average Client AUM
$15.5M
AUM per Advisor
$232.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fiduciary Family Office provides financial planning, family office services, consulting, and investment management. They manage client portfolios on a discretionary basis, allocating assets among ETFs, individual stocks, bonds, options, alternative investments, mutual funds, and independent investment managers. They tailor services to individual client needs.
Fee Structure
Financial planning and consulting fees range from $30,000 to $250,000 on a fixed fee basis and/or from $350 to $600 on an hourly basis. Investment management fees vary between 0.50% and 1.50% annually, depending on portfolio size and services rendered. The annual fee is charged quarterly, in advance. A minimum annual fee of $20,000 and a minimum portfolio value of $2,000,000 are imposed, but may be waived at the firm's discretion.
Areas of Practice
Location
150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432