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Fiduciaryplanreview.Com, LLC (Miramar Beach)


Fiduciaryplanreview.Com, LLC is a large advisory firm based in Miramar Beach. It manages $91 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Fiduciaryplanreview.Com provides erisa 3(38) discretionary investment management & fiduciary services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fiduciaryplanreview.Com: assets under management

The assets under management (AUM) of Fiduciaryplanreview.Com, LLC is $91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.58 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fiduciaryplanreview.Com, LLC for their services and products based on a percentage of assets under management 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.

Based in Miramar Beach

The principal office where Fiduciaryplanreview.Com, LLC performs its advisory services is located at 495 Grand Blvd, Miramar Beach, FL 32550, 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 866-318-4015 or by fax 866-319-4015. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.fiduciaryplanreview.com.


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