Fiduciary Counsel, Inc.

Overview

Fiduciary Counsel, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. The firm also operates as an other-financial-product salesperson and maintains affiliations with another investment adviser and an accountant. Fiduciary Counsel charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. ESG investing is not indicated as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives