KB
CFA

Katherine Duffy Burke

18 Years of Experience

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
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Advisor Information

Office location

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

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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.

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Employment History
Current Registrations
Franklin Distributors, LLC
July 2021 - Present · 4 yrs 6 mos
Franklin Distributors, LLCBroker
July 2021 - Present · 4 yrs 6 mos
Fiduciary Trust International, LLC
October 2012 - Present · 13 yrs 3 mos
Previous Registrations
Franklin Templeton Financial Services CORP.Broker
June 2021 - July 2021 · 1 mo
Funds Distributor, LLCBroker
May 2007 - June 2012 · 5 yrs 1 mo
State Registrations6 states
CACODEMAMNNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Katherine Duffy Burke - Financial Advisor | AdvisorDiscover