Advisor at Fiduciary Financial Advisors
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Firm
Fiduciary Financial Advisors
Location
Sacramento, CA
Credentials
Series 65
Industry experience
< 1 year
Dane Coyle is a financial advisor with Fiduciary Financial Advisors in Sacramento, CA, holding a Series 65 designation. He has experience working in both the public sector, including roles with Sacramento County and the State of California, and private consulting. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers individual professional trustee services and alternative investment options.
Based on Fiduciary Financial Advisors
Based on Fiduciary Financial Advisors
Outsourced CFO services range from $7,200 to $50,000 annually, charged as fixed fees; initial up-front fee charged separately, negotiable.
Under $2,000,000 - $2,000,000: Up to 0.95% $2,000,001 - $5,000,000: Up to 0.90% $5,000,001 - $10,000,000: Up to 0.75% $10,000,001 - $50,000,000: Up to 0.55% $50,000,001 - $150,000,000: Up to 0.35% Over $150,000,000+: Up to 0.15%
Financial planning up to $500 per hour.
Minimum fee: Professional Trustee Services minimum annual fee: $10,000 Fee-only: Financial planning services charged as fixed fees up to $100,000 or hourly fees up to $500/hour; fees negotiable.
Sacramento, CA
California
Fiduciary Financial Advisors
2025 - Present (1 year)
Sacramento County
2025 - Present (1 year)
Self Employed
2024 - 2025 (1 year)
Brown and Caldwell
2023 - 2024 (1 year)
State of California
2020 - 2023 (3 years)
Sacramento County
2008 - 2020 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sacramento, CA
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Series 65
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