Alex Chown is a CFA-designated registered investment advisor at Fiduciary Trust International, LLC, based in Lincoln, MA, with 6 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management. Their firm serves 76 clients with $7.7B 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% |
Fees typically range from 0.25% to 1.00% and are negotiable. Minimum annual fee is $150,000, but may be waived.
Fee Estimator
Location
55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fiduciary Trust International, LLC
State Registrations1 state
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