Fiduciary Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
1120 Avenue of the Americas, 4th Floor
New York NY 10036
Advisors at this office
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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