FIDUCIARY COUNSELLING INC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$9.5B
Peer Group AUM Range
$9.0B - $9.9B
Sample Size
75
Firm Age (Years)
PEER GROUP AVERAGE
15
Structure
PEER GROUP AVERAGE
Limited Liability Company (45 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,863
Discretionary AUM
PEER GROUP AVERAGE
$8.3B
Non-Discretionary Accounts
PEER GROUP AVERAGE
844
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.2B
Total Clients
PEER GROUP AVERAGE
1,701
Total AUM
PEER GROUP AVERAGE
$9.5B
Offices
PEER GROUP AVERAGE
9
Total Employees
PEER GROUP AVERAGE
111
Investment Advisors
PEER GROUP AVERAGE
54
Registered Representatives
PEER GROUP AVERAGE
19
Licensed Insurance Agents
PEER GROUP AVERAGE
14
Foreign Clients
PEER GROUP AVERAGE
29.4%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
72
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 74 Firms Yes
Hourly Charges No 65 Firms No
Subscription Fees No 75 Firms No
Fixed Fees No 59 Firms Yes
Commissions No 71 Firms No
Performance Based Fees Yes 50 Firms No
Other No 55 Firms No

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