Fiduciaone
Fiduciaone (CRD# 327737) is a financial advisory firm headquartered in Pewaukee, WI. They manage $23,337,219 in 123 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$189,733
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WI
Financial Advisors at Fiduciaone
1
Jennifer Hipkiss (CRD# 4067352) is an Investment Advisor Representative working at Fiduciaone in Pewaukee, WI and has over 10 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.