Fiduciary Counsel, Inc.

Overview

Fiduciary Counsel, Inc. is an independent registered investment adviser structured as a corporation and controlled by individual ownership. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting and directing outside managers in addition to managing portfolios directly. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of other advisers. Compensation is a mix of AUM-based fees, hourly billing, and fixed fees. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Fiduciary Counsel also engages in other financial product distribution, which suggests a broader product shelf beyond discretionary portfolio mandates. Industry affiliations listed include roles as an investment adviser and accountant.

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Public Holdings

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Location & Offices