Assets Under Management
$85.2B
Number of Clients
554
Number of Advisors
69
Average Client AUM
$153.8M
AUM per Advisor
$1.2B
Compensation
Fee-Only (AUM)
FTPPG, along with its subadvisers, offers investment advisory services through programs sponsored by unaffiliated financial firms. Services vary based on the program type, including FTPPG-implemented, discretionary model, and non-discretionary model programs. The firm provides investment advice consistent with selected investment management portfolios or strategies.
This document does not contain a specific fee schedule. It mentions that Items 5 and 7 of the brochure were updated to reflect changes in fee rates and minimums with respect to certain investment strategies. Please refer to those sections for more information.
100 Federal St, Boston, MA, 02110