Fiduciary Tactical Strategies, Inc.

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Client assets under management

$13,449,968

Clients

107

26% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$125,701

About

Fiduciary Tactical Strategies provides investment management and consulting to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. It offers discretionary portfolio management and, separately, investment consulting that can include referrals to independent money managers under solicitor arrangements.

The firm implements a dynamic asset allocation program that explicitly incorporates market timing and technical analysis, using no-load index mutual funds and ETFs as the primary instruments. Portfolios are managed on a discretionary basis in client-designated custodial accounts, and the adviser will recommend third‑party managers when a specialist approach is appropriate.

What is distinctive for this firm among its peers is the explicit use of market timing and technical-analysis-driven tactical allocation, a strategy that is uncommon in this supported advisor category. The firm is a small, long-established adviser with a limited team and modest assets under management, does not aggregate ETF trades, does not vote client proxies, and discloses that it may receive referral fees from independent managers, which the firm identifies as a potential conflict of interest.

Client services

Portfolio management Market timing

Expertise

Passive / index investing Wealth management

Fee options

Percentage

$10,000 - $99,999: 2.0% $100,000 - $999,999: 1.6% $1,000,000+: Negotiable

Other

Account minimum: $25,000 Fee-only: Advisory fees paid directly by clients; no commissions accepted.

Main office location

Fiduciary Tactical Strategies, Inc.

400 Chesterfield Center, Suite 400

Chesterfield MO 63017, United States

Number of offices

Most active in

Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Trust company

They provide trust and estate administration services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

314-504-3957

Advisors at this firm

Charles W

Series 66

Ballwin, MO

Fiduciary Tactical Strategies, Inc.

Charles Weed is a financial advisor at Fiduciary Tactical Strategies, Inc. in Ballwin, MO, holding a Series 66 designation with 23 years of industry experience. He has been with Fiduciary Tactical Strategies since 2013. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm employs a dynamic asset allocation approach with a market-timing overlay using no-load index mutual funds and ETFs, managing client assets on a discretionary basis and occasionally arranging referrals to specialist third-party managers.

Passive / index investing Wealth management

Terry B

Series 63, Series 65

Chesterfield, MO

Fiduciary Tactical Strategies, Inc.

Terry Bommer is a financial advisor with Fiduciary Tactical Strategies, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fiduciary Tactical Strategies and Cutter & Company since 1992. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm employs a dynamic asset allocation approach with a market-timing overlay using no-load index mutual funds and ETFs, managing client accounts on a discretionary basis and occasionally referring clients to independent third-party managers.

Passive / index investing Wealth management

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