PM

Preston Daniel Mcswain

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
102 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None

FWP charges an annual wealth management fee based on a percentage of the market value of assets managed, ranging from 0.08% to 1.00%. The fee is prorated and charged quarterly in arrears, based on the average daily market value of assets or, for some clients, on the last day of the previous quarter. Fees are exclusive of brokerage commissions and other transaction costs. FWP may negotiate a flat fee or a lesser management fee based on certain criteria. There is no minimum portfolio size or minimum annual fee.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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Advisor Information

Office location

177 Huntington Ave., 17th Floor, Boston, MA, 02115

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Regulatory History (1)
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Customer Dispute
March 2011
Settled
Employment History
Current Registrations
Fiduciary Wealth Partners, LLC
March 2012 - Present · 13 yrs 10 mos
Previous Registrations
Barclays Capital INC.
April 2010 - January 2012 · 1 yr 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.