Fiducial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management to individuals and to other client types including trusts, estates, retirement plans, charitable organizations and business entities. Portfolios are constructed from equities, mutual funds, exchange-traded funds and fixed income instruments, with accounts custodied at Interactive Brokers; the firm reports roughly seven client relationships and about $1.5 million in assets under management.
Investment strategies are tailored to each client’s stated objectives and risk tolerance and draw on fundamental and technical analysis, active allocation, and position-level risk management; the firm generally manages accounts on a discretionary basis and conducts at least quarterly reviews. Engagement terms are documented in a written agreement and the firm indicates a typical account guideline of $50,000, which may be waived in certain circumstances.
A noteworthy distinction is that the firm’s principal is also a licensed insurance agent and may offer insurance products for which the principal receives customary commissions, a relationship the brochure discloses as a potential conflict of interest. The brochure also notes that the principal serves as the firm’s chief compliance officer and, for transparency, discloses a personal bankruptcy in 2009 that was later discharged.
Client services
Expertise
Fee options
Up to 2.50% annually, negotiated per client
Account minimum: $50,000 minimum (may be waived or lowered at firm discretion)
Main office
2020 Grand River Anx, Suite 400
Brighton MI 48114
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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