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How does the advisor help clients – Key Takeaways:
The Fiduciary Group is a financial advisory firm that specializes in providing comprehensive and customized financial planning and investment management services to its clients. The firm prides itself on acting as a financial expert and fiduciary, placing its clients’ best interests above all else. This approach allows The Fiduciary Group to provide unbiased advice and recommendations to its clients.
Facts and Insights:
The Fiduciary Group was founded in 1987 and has since grown to become one of the most respected advisory firms in the industry. The firm is headquartered in Atlanta, Georgia and has a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.4 billion | 15 | Over 30 years |
Financial Services Offered:
The Fiduciary Group offers a wide range of financial services to its clients, including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
The Fiduciary Group works with a diverse group of clients, including individuals, families, business owners, and retirees. The firm also serves as a trusted advisor to many institutional clients, such as pension funds, endowments, and foundations.
Fees & Compensation:
The Fiduciary Group is a fee-only firm, meaning it does not receive any commissions or compensation from the sale of financial products. Instead, the firm charges a percentage of assets under management as its fee, which aligns its interests with that of its clients. The firm also offers flat fee financial planning services for clients who do not require ongoing investment management.
Background:
The founders of The Fiduciary Group believed that the financial industry was lacking a truly client-focused and unbiased advisory firm, which led them to establish the firm in 1987. This commitment to placing clients’ interests above all else has been the cornerstone of the firm’s success and has allowed it to build long-standing relationships with its clients.
Financial Advisor Disclosures to Know:
As a fiduciary, The Fiduciary Group is required to act in the best interests of its clients at all times. This means the firm must disclose any potential conflicts of interest and strive to minimize them. The Fiduciary Group does not have any disclosures or disciplinary actions on its record, demonstrating its commitment to transparency and ethical practices.