About FIDUCIARY TRUST INTERNATIONAL, LLC
FIDUCIARY TRUST INTERNATIONAL, LLC is a leading financial management firm that specializes in providing personalized investment planning and management services to high net worth individuals and families. Founded in 1931, the company has a long-standing reputation for providing expert financial advice and helping clients achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
| Services Offered | Client Types | Fees & Compensation |
|---|---|---|
| Investment Planning and Management | High Net Worth Individuals and Families | Fee-based |
| Estate Planning and Administration | Trusts and Estates | Asset-based |
| Tax Planning | Charitable Organizations | Performance-based |
Facts and Insights
FIDUCIARY TRUST INTERNATIONAL, LLC has been in business for 90 years and currently manages over $78 billion in assets. The firm has a team of over 160 advisors who are dedicated to providing exceptional financial services to their clients. With their deep knowledge and expertise in the financial industry, FIDUCIARY TRUST INTERNATIONAL, LLC is able to offer valuable insights and strategies to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $78 billion | 160+ | 90 years |
Financial Services Offered
FIDUCIARY TRUST INTERNATIONAL, LLC offers a wide range of financial services to help clients manage and grow their wealth. These services include investment planning and management, estate planning and administration, tax planning, and more. The company takes a comprehensive approach to financial planning, taking into consideration the unique needs and goals of each individual client.
Client Types
FIDUCIARY TRUST INTERNATIONAL, LLC primarily serves high net worth individuals and families, as well as trusts, estates, and charitable organizations. Their services are tailored to meet the complex financial needs of affluent clients, and their advisors work closely with each client to create customized plans to help them achieve their financial objectives.
Fees & Compensation
FIDUCIARY TRUST INTERNATIONAL, LLC is a fee-based financial management firm that charges fees based on the assets they manage. This means that the more assets a client has under the company’s management, the more they will pay in fees. Additionally, the company may also receive compensation from investment partners for recommending their products to clients. As a fiduciary, FIDUCIARY TRUST INTERNATIONAL, LLC is committed to providing transparent and ethical services to their clients.
Background
FIDUCIARY TRUST INTERNATIONAL, LLC was founded in 1931 and has since become a trusted and respected name in the financial industry. The company is headquartered in New York City but has additional offices in major cities across the United States. FIDUCIARY TRUST INTERNATIONAL, LLC is a subsidiary of Franklin Resources, Inc., a global investment management organization.
Financial Advisor Disclosures to Know
As a leading financial management firm, FIDUCIARY TRUST INTERNATIONAL, LLC is committed to transparency and full disclosure to their clients. As such, they provide the necessary information and disclosures for clients to make informed decisions about their financial management. Some of the key disclosures include:
- Any potential conflicts of interest
- Information about fees and compensation
- Disclosure of any disciplinary events or legal actions
- Information about the company’s fiduciary responsibilities