Fiduciary Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$70,731,701
Clients
52
29% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$1,360,225
About
Fiduciary Management Group provides multi-client family office and wealth management services for high-net-worth individuals and families and also works with institutional clients such as corporate retirement plans, Taft-Hartley accounts, and nonprofit organizations. Services include portfolio management, comprehensive financial planning, business management, and a range of family office functions tailored to each client’s needs; the firm also offers limited-scope consultations on specific topics.
The firm’s process begins with in-depth client interviews and document reviews to establish individualized investment policies, after which it implements discretionary portfolios allocated among equities, bonds and ETFs selected on criteria such as performance, sector and management style. Accounts are monitored on an ongoing basis and formally reviewed at least quarterly, with clients able to place reasonable restrictions on investments or opt for limited engagement services.
Compared with many peers, FMG emphasizes a broader family office service set—including recordkeeping, bill payment, financial education for family members, multigenerational planning and business management—with employees dedicating material time to non-investment services. The firm participates in a Schwab program for RIAs and family offices and refers insurance business to a third-party insurance affiliate for which it may receive compensation; it also conducts grant-funded financial literacy and education programming for new and small farmers.
Client services
Financial planning
Portfolio management
Family office services
Expertise
Wealth management
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Flat fees negotiated based on services; financial planning flat fee typically $750
0.75% to 2% annually, charged quarterly in arrears
$500 - $1,000 per hour for financial planning, consulting, and business management
Account minimum: $500,000 (typically), but can be reduced at discretion of FMG Fee-only: Flat fee typically $750 for financial planning/consulting; hourly fees $500 - $1,000 per hour
Main office location
Fiduciary Management Group, LLC
1120 Avenue Of The Americas, 4 Th Floor
New York NY 10036, United States
Number of offices
3
Most active in
Fiduciary Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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