Fiduciary Trust International, LLC
Assets Under Management
$6.3B
Number of Clients
73
Number of Advisors
14
Average Client AUM
$86.6M
AUM per Advisor
$451.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fiduciary Trust International, LLC (FTI) provides customized portfolio management, research, and wealth management services to high and ultra-high net worth individuals, families, and nonprofit institutions. FTI also offers advisory services to privately offered investment funds and sub-advisory services to certain advisory clients. FTI tailors solutions to fit the needs of each advisory client.
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
Location
55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773