Fiduciary Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fiduciary Wealth primarily provides discretionary investment management to individual clients with a long‑term time horizon who indicate a moderate to aggressive risk tolerance. The firm also holds occasional public seminars and workshops to educate attendees about investment topics and its services.
Portfolios are typically concentrated and non‑diversified, with a heavy emphasis on exchange‑traded equities and the potential use of option strategies. The firm's investment process blends technical and cyclical analysis with quantitative and mathematical tools alongside fundamental inputs, and portfolio decisions are made under the firm’s discretionary authority in line with client objectives.
Compared with many independent peers, Fiduciary Wealth’s explicit focus on concentrated equity allocations, structured use of technical/quantitative methods, and potential employment of option writing (including uncovered strategies) is atypical and may increase volatility and firm‑specific risk. The firm is operated and supervised by a single advising principal, does not use third‑party sub‑advisors, does not vote client proxies, and discloses a 2012 self‑regulatory Acceptance, Waiver and Consent related to order‑instruction documentation.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% annually $100,001 - $1,000,000: 1.50% annually $1,000,000+: 1.00% annually
Account minimum: $250,000 Fee-only: Annual investment advisory fee ranging from 2.00% for assets up to $100,000, 1.50% for assets from $100,001 to $1,000,000, and 1.00% for assets above $1,000,000.
Main office
3800 American Boulevard West, Suite 1500
Bloomington MN 55431
Advisors at this office
1
Most active in
Minnesota · Texas
Also doing business as
Fiduciary Wealth · Safe Harbor Capital Management LLC · Safe Harbor Wealth
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.
Forms ADV
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