Katharine Marshall Huntington
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773
Get directionsRegulatory History
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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Katharine is a board member of the Becket Chimney Corners YMCA, serving on the Finance Committee since 2019. She dedicates minimal time to helping manage the organization's finances and endowment.