Fiduciary Consulting Group, Inc.
Thomas C. Tyler, Jr.
J.D. LL.M.  Taxation, CFP
981 Ridgewood Ave, Suite 104
Venice, FL  34292
(800) -622-4243
(941) 483-4992  FAX
 
Sarasota, Florida Investment & Wealth Management and Financial Planning - Serving Sarasota & Venice, Florida

 

FEES
Fiduciary Consulting Group, Inc. is a FEE-ONLY Investment Advisory and Financial Planning registered investment advisory firm. FEE-ONLY means that we are compensated solely by our clients, and receive nothing from the sale of financial products nor from any other source.

Our fees for Financial Planning services are determined on an individual basis and will be charged on a flat fee quoted at the beginning of the process.

Our Investment Advisory service fee is based upon the dollar value of the assets we manage and are determined by the following schedule:

 
Assets managed under $1,000,000
(subject to a minimum annual fee of
$6,000.00)
 
  .08%
Assets managed over $1,000,000 but
less than $3,000,000.00
 
  .04%
Assets managed over $3,000,000   .02%

 

>> Privacy Statement

 

Please call 941-412-3451 or 800-622-4243 if you are interested in either a private consultation or attending our next  educational seminar.