Fiduciary Experts LLC (Murrieta)

Name: Fiduciary Experts LLC
Address: 29250 Wrangler Drive, Murrieta, CA, 92563
Telephone: 951-256-6015

Fiduciary Experts LLC is a large advisory firm based in Murrieta. It manages $392.09 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Fiduciary Experts provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fiduciary Experts: assets under management

The assets under management (AUM) of Fiduciary Experts LLC is $392.09 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.36 million in discretionary accounts and $355.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.36 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $16.17 million.

Investments

The firm invests in investment and business development companies the most. They account for 86% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 13% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fiduciary Experts LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Fiduciary Experts serves?

The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Fiduciary Experts is pension and profit sharing plans with 17 clients and $391.09 million of assets under management. Among the 9 most similar advisory firms, Fiduciary Experts has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $392.09 million for 40 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Fiduciary Experts doesn't advise any private funds.

Careers at Fiduciary Experts LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Maribel Larios	Ceo	1 Feb 2008	75% - 100%	4215904

Based in Murrieta

The principal office where Fiduciary Experts LLC performs its advisory services is located at 29250 Wrangler Drive, Murrieta, CA 92563, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 951-256-6015 or by fax 888-668-4015. The normal business hours are 7am - 6pm on Monday - Friday. You can find more information about the New York firm at 401kfe.com.