Fiduciary Management Group, LLC

Fiduciary Management Group, LLC, established in 2005, is a financial advisor firm based in New York, specializing in multi-client family office services for high net worth individuals, families, corporate retirement plans, Taft-Hartley accounts, and nonprofit organizations. Led by principal owner Ivan T. Thornton, who has extensive experience in the financial industry, the firm offers comprehensive financial planning, portfolio management, financial consulting services, asset allocation recommendations, and business management services. FMG also provides financial plans addressing personal, tax, estate, retirement, and investment concerns. The firm manages client assets on a discretionary basis, with $64,196,081 in assets under management as of March 3, 2025. FMG charges fees based on a percentage of assets under management (0.75% to 2%) or as flat fees, with negotiability based on services provided. The minimum deposit to establish an account is typically $500k, but it can be reduced at FMG's discretion. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients have investment discretion, and FMG provides continuous advice based on individual needs, risk tolerance, and stated goals. FMG does not have custody of client accounts except for debiting fees. The firm's Code of Ethics emphasizes ethical conduct and compliance with securities laws. FMG does not compensate for client referrals and has not been involved in legal or disciplinary events in the past ten years.