Fiduciam Wealth Planning

Services

Wealth Planning Services

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Fiduciam Wealth Planning is an independent, fee-only, Registered Investment Adviser providing families, individual investors, and business owners with the services they need to successfully achieve or maintain wealth. 

Our only compensation is the fee client’s pay us for managing their assets.   Planning for your financial future can be confusing and paralyzing.   Before we begin a business relationship, we will ensure that it is mutually beneficial for all parties.  If our services are not appropriate or do not meet your needs, we will try to provide access to other professionals.


investing foundations

Minimum Asset Level: $50,000

Our Investing Foundations service includes investment management and financial planning.  Clients with less complex financial situations may prefer this service.  The minimum asset level is $50,000 and the fee is .40% of assets under management.

wealth complete

Minimum Asset Level: $250,000

Our Wealth Complete service is designed for clients with more complex needs, including investment management, financial planning and wealth management.  The minimum asset level in $250,000 and the fee is .80% of assets under management.  The annual fee is capped at $25,000, regardless of asset size.