Fiduciary Wealth Partners manages investment portfolios and provides wealth planning and consulting services for individuals, family trusts, charitable trusts, and foundations. Fiduciary Wealth Partners designs tailored investment plans and typically allocates client assets among independent managers, mutual funds, or exchange-traded funds, while also offering guidance on alternative and private investments. The firm provides both discretionary and non-discretionary management, meaning it can make trades on your behalf without asking first or require your approval for each transaction. In addition to managing investments, Fiduciary Wealth Partners helps clients define financial goals, evaluates family risks and opportunities, coordinates tax and estate planning, and assists with business sales or specialized consulting projects.
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.