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FIDUCIENT ADVISORS LLC
Fiducient Advisors LLC is a premier financial advisory firm that provides professional investment consulting, financial planning, wealth management, and fiduciary services to a diverse range of clients. With years of experience and a team of dedicated experts, Fiducient Advisors LLC prides itself on delivering personalized and comprehensive financial solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Here are some of the key ways in which Fiducient Advisors LLC helps its clients:
- Provides professional investment consulting and financial planning services.
- Offers comprehensive wealth management solutions for individuals, families, and institutions.
- Serves as a fiduciary, always acting in the best interest of clients.
- Utilizes a team-based approach, with a diverse group of professionals bringing different expertise and perspectives to the table.
- Offers personalized and tailored solutions to meet the unique needs of each client.
Facts and Insights
Founded in 2008, Fiducient Advisors LLC currently has over $100 billion in assets under management (AUM) and serves over 1,000 clients. Its team of over 50 advisors has a combined experience of over 250 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management (AUM) | Number of Advisors | Time in Business |
---|---|---|
$100 billion+ | 50+ | 13 years |
Financial Services Offered
Fiducient Advisors LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Investment consulting
- Financial planning
- Wealth management
- Fiduciary services
- Educational seminars and workshops
- Retirement planning
- Risk management
Client Types
Fiducient Advisors LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Institutions (such as endowments, foundations, and non-profits)
- Retirement plans
- Businesses
- Employee stock ownership plans (ESOPs)
Fees & Compensation
Fiducient Advisors LLC charges its clients based on the services provided and the complexity of their financial situation. The firm is transparent and upfront about its fee structure and always strives to keep fees reasonable for clients. Some of the ways in which the firm may charge for its services include:
- Fee-only: Clients pay a fixed percentage of their assets under management.
- Fee-based: Clients pay a combination of a percentage of their assets under management and an hourly fee for financial planning services.
- Consulting fee: Clients pay a separate fee for specific project-based consulting services.
Background
Fiducient Advisors LLC was founded in 2008 by a group of experienced financial professionals with a shared commitment to client service and fiduciary care. The firm has grown significantly over the years and has become a trusted partner for individuals, families, and institutions seeking expert financial advice.
The company’s mission is “to provide clients with the highest level of investment consulting and fiduciary services, grounded in research and consistent with their best interests.” Fiducient Advisors LLC remains dedicated to this mission, continually adapting to the changing financial landscape to ensure the best possible outcomes for its clients.
Financial Advisor Disclosures to Know
When working with an advisor, it’s essential to understand any potential conflicts of interest that may impact the advice given. Fiducient Advisors LLC believes in full transparency and openly discloses any potential conflicts of interest. Some important disclosures to be aware of include:
- Fiducient Advisors LLC may receive compensation from third-party service providers, such as investment product providers, for distributing their