FIDUCIARY EXPERTS LLC

RIASEC RegisteredEst. 2016

Total AUM

$986M

Discretionary

$596M

60% of AUM

Avg account

$11.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 146721
Registered since: May 16, 2016
Website: 401kfe.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government73.48%
Pension & Profit Sharing Plans26.05%
Individuals0.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fiduciary Experts LLC is an independent registered investment adviser formed as a limited liability company and SEC-registered since 2016. It is owner-operated and serves both individual/family and institutional clients. The firm bills using a mix of AUM-based fees, hourly charges and fixed fees and offers a range of advisory services that include financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, pension consulting services, and educational seminars/workshops. The firm is not identified as an active ESG investor.