The Fiduciary Group
Savannah, Georgia
The Fiduciary Group, a local investment advisory firm based in Savannah, GA, is dedicated to providing expert financial management services to its clients. With over 260 individual clients and an impressive $1,333,456,000 in assets under management, the company has established itself as a trusted name in the industry. Operating from their state-of-the-art office, The Fiduciary Group possesses the knowledge and resources to effectively manage employer funds, alongside their expertise in handling 401K and individual accounts. An astounding 99% of the assets they manage are done so on a discretionary basis, showcasing their commitment ...
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Assets Under Mgmt

$1.33B

Investment Professionals

11

Locations

0

% 401K & Individual

8%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Publication of periodicals or newsletters
Other: CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Other Business Activities
Other Financial product salesperson
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.