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Kmg Fiduciary Partners, Llc
Toledo, Ohio
KMG Fiduciary Partners, LLC, headquartered in Toledo, OH, is a leading investment advisory firm catering to the financial needs of over 750 individual clients. With a remarkable $1,007,847,000 in assets under management, KMG Fiduciary Partners boasts a strong local presence, maintaining five offices to ensure personalized service. While their expertise extends beyond 401K and individual accounts, such accounts constitute less than 30% of their total assets managed, showcasing their ability to effectively oversee employer funds. Notably, all the assets entrusted to KMG Fiduciary Partners are managed on a discretionary basis, reflecti...see more
Assets Under Mgmt
$1.01B
Investment Professionals
9
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
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
Reviews for Kmg Fiduciary Partners, Llc
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