Fiduciary Consulting Group, Inc.

Fiduciary Consulting Group, Inc., established in 1995, is a registered investment adviser based in Venice, Florida. The firm specializes in managing investment portfolios for individuals, retirement plans, and trusts. They offer services such as investment management, financial planning, retirement income planning, tax and estate planning, and risk management. Fiduciary Consulting Group primarily utilizes passively managed mutual funds and ETFs for asset allocation, focusing on low-cost, diversified portfolios. The firm charges fees based on a percentage of assets under management, with a minimum fee of $6,000. Clients may be invoiced quarterly in advance, and fees are exclusive of brokerage commissions and other related costs. The minimum account size for investment management services is typically $1,000,000, but this may be negotiable. Fiduciary Consulting Group acts as a fiduciary, putting clients' best interests first and does not charge performance-based fees. Clients have the option to grant Fiduciary Consulting Group discretionary authority over their investments, with the firm exercising this authority in line with the client's stated objectives. The firm does not vote proxies on behalf of clients and does not accept performance-based fees. Thomas C. Tyler, Jr., the President and Chief Compliance Officer, has 23 years of experience in investment advice and holds the Certified Financial Planner™ designation. He has no reportable disciplinary events and does not receive additional compensation from third parties for advisory activities. Clients can request a copy of the firm's Code of Ethics for further information.