How does the advisor help clients – Key Takeaways:
Fiduciary Management, Inc. is a financial services firm that provides expert advice and management to clients seeking to grow and protect their wealth. With a team of seasoned financial professionals and a client-focused approach, Fiduciary Management, Inc. is dedicated to helping individuals and businesses achieve their financial goals.
Below are some key takeaways on how Fiduciary Management, Inc. helps its clients:
- Offers personalized financial advice and management tailored to each client’s unique needs and goals
- Utilizes a fiduciary standard, meaning the firm is legally obligated to act in the best interest of its clients
- Employs a team of experienced financial advisors who have extensive knowledge and expertise in various financial areas
- Provides a wide range of financial services to meet the diverse needs of clients
- Strives for open and transparent communication with clients
Facts and Insights:
Fiduciary Management, Inc. was founded in 2005 and is based in New York City. The firm has been in business for 16 years, providing financial services to a growing number of satisfied clients. As of 2021, Fiduciary Management, Inc. manages over $2 billion in assets and serves more than 500 clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | More than 500 |
Financial Services Offered:
Fiduciary Management, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance and risk management
Client Types:
Fiduciary Management, Inc. serves a diverse client base, including individuals, families, and businesses of all sizes. The firm works with clients from various industries and backgrounds, providing customized financial solutions to meet their specific needs.
Fees & Compensation:
Fiduciary Management, Inc. operates on a fee-based compensation structure, meaning they charge a percentage of the assets they manage for their clients. This aligns the firm’s interests with its clients’, as it only profits when its clients’ assets grow.
Background:
Fiduciary Management, Inc. was founded by a team of experienced financial professionals who recognized the need for a fiduciary-standard based financial services firm. With a dedication to honesty, transparency, and personalized service, the firm has become a trusted name in the financial industry.
Financial Advisor Disclosures to Know:
As a trusted and ethical financial advisory firm, it is important for clients to know the potential conflicts of interest that may arise when working with financial advisors. Fiduciary Management, Inc. has the following disclosures to note:
- Some advisors may have affiliations with certain insurance or investment companies
- Advisors may receive incentives or commissions for recommending specific products to clients
- Clients are always made aware of any potential conflicts of interest and are provided with objective and unbiased advice
It is important for clients to know that Fiduciary Management, Inc. operates with a fiduciary standard, meaning the firm is legally obligated to act in the best interest of its clients. This ensures that clients’ needs and goals always come first.