Fiduciary Wealth Partners, LLC
Assets Under Management
$1.4B
Number of Clients
102
Number of Advisors
7
Average Client AUM
$13.7M
AUM per Advisor
$199.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FWP offers investment management services for individuals, family trusts, charitable trusts, and foundations. They provide wealth management services, including discretionary or non-discretionary management of investment portfolios, and consulting services tailored to individual client needs. FWP allocates client assets among independent managers, mutual funds, or ETFs.
Fee Structure
FWP charges an annual wealth management fee based on a percentage of the market value of assets managed, ranging from 0.08% to 1.00%. The fee is prorated and charged quarterly in arrears, based on the average daily market value of assets or, for some clients, on the last day of the previous quarter. Fees are exclusive of brokerage commissions and other transaction costs. FWP may negotiate a flat fee or a lesser management fee based on certain criteria. There is no minimum portfolio size or minimum annual fee.
Areas of Practice
Location
2310 Washington Street, 3rd Floor, Newton Lower Falls, MA, 02462