A complete list of active advisors currently associated with The Capital Group Fiduciary Advisors, LLC
Warmer can help you find a great advisor at The Capital Group Fiduciary Advisors, LLC or one who fits your needs even better.
The Capital Group Fiduciary Advisors, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients) as well as plan sponsors, charitable organizations, and other institutional clients. The firm charges asset-based (percentage-of-AUM) fees for portfolio management and also offers hourly financial planning and participant education services for retirement plans. Investment approach centers on tailored discretionary management using model portfolios and, when appropriate, third‑party sub-advisers to implement allocations across equities, fixed income, ETFs, alternative investments and ESG-focused strategies. Clients receive ongoing monitoring and at least quarterly reviews, with written financial plans and periodic updates as requested; the firm also enables directed brokerage relationships with qualified custodians and may combine household accounts for fee breakpoints. Compared with many peers, the firm operates with an unusually large asset and client load relative to its advisor count—managing roughly $191 million in discretionary assets across about 283 client relationships under a single managing member—which is uncommon for supported firms. Practitioners affiliated with the firm also serve as registered representatives of a broker-dealer and as licensed insurance agents, meaning they may receive commission-based compensation in addition to advisory fees; the firm discloses the use of sub-advisers and model portfolios, does not accept performance-based fees, and does not vote client proxies on behalf of accounts.
To learn more about the advisors currently working at The Capital Group Fiduciary Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
West Palm Beach, FL
| 31
|
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