Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
73 clients
Average Client Portfolio
$86.6M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$150,000

FTI charges an investment advisory fee for portfolio management services based on a percentage of assets under management, typically ranging from 0.25% to 1.00%. Fees are negotiable based on client circumstances, asset levels, and service complexity. The minimum annual investment advisory fee is typically $150,000, but may be waived. Additional services like trustee services and family office services may be included in the overall fee or charged separately. Sub-Advisory Clients do not pay FTI any fees directly.

Areas of Practice
Investment ManagementHigh Net WorthEstate PlanningCharitable Giving
Loading...

Advisor Information

Office location

55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Franklin Distributors, LLCBroker
July 2021 - Present · 4 yrs 6 mos
Franklin Distributors, LLC
July 2021 - Present · 4 yrs 6 mos
Fiduciary Trust International, LLC
May 2011 - Present · 14 yrs 8 mos
Previous Registrations
Crestone Asset Management LLC
February 2007 - March 2011 · 4 yrs 1 mo
Crestone Securities LLCBroker
August 2006 - March 2011 · 4 yrs 7 mos
First Investors CorporationBroker
January 2002 - March 2002 · 2 mos
State Registrations10 states
CACODEFLILMANJNYPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Matthew Paul - Financial Advisor | AdvisorDiscover