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KMG Fiduciary Partners, LLC

Headquartered in TOLEDO, OH

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Firm Information

KMG Fiduciary Partners, LLC is an investment advisor headquartered in Toledo, OH. They manage approximately $1.26 billion in assets for individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, and selection of other advisors.

KMG Fiduciary Partners, LLC

7530 KINGS POINTE ROAD

TOLEDO, OH 43617

$1.26B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

KMG FIDUCIARY PARTNERS, LLC has a total of 3 branch locations across the country.
location

Birmingham, MI

location

TOLEDO, OH

location

Atlanta, GA

Advisors at KMG Fiduciary Partners, LLC

View All 11 Advisors
Unclaimed
Richard Joseph Kaser

CFP®, RA

TOLEDO, OH

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Unclaimed
Brandon Fredrick Grimm

RA

TOLEDO, OH

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Unclaimed
Cameron David Kaser

CFP®, RA

TOLEDO, OH

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Unclaimed
Benjamin Aaron Kusner

RA

Birmingham, MI

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Unclaimed
Steven Harold Berner

CFP®, RA

Birmingham, MI

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Unclaimed
Aaron E Mechling

RA

TOLEDO, OH

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Unclaimed
David Richard Kaser

CFP®, RA

TOLEDO, OH

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Unclaimed
Shane Michael Meyer

RA

TOLEDO, OH

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Disclosures

There are no public disclosures for KMG Fiduciary Partners, LLC.

Frequently Asked Questions (5)

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