Fiduciary Trust Private Wealth Counsel offers investment management and financial planning services to individuals, high net worth individuals, pensions, charitable organizations, trusts, and estates. Investment strategies are tailored to each client's goals, risk tolerance, and time horizon. Financial planning covers various topics, including retirement, cash flow, and estate preservation. The firm also offers a wealth advisors' coordination service and ERISA plan services.
Assets Under Management$19M
Clients69
Advisors2
Avg. per Client$270K
Avg. per Advisor$9.4M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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