Preston Mcswain
Preston Mcswain is a registered investment advisor at Fiduciary Wealth Partners, LLC, based in Boston, MA, with 16 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 116 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees vary between 0.08% and 1.00% depending on portfolio value and services rendered. Fees are negotiable for flat-rate arrangements or based on anticipated future assets.
Fee Estimator
Location
177 Huntington Ave., 17th Floor, Boston, MA, 02115
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Employment History
Current Registrations
Fiduciary Wealth Partners, LLC
Previous Registrations
Barclays Capital INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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