FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
Fiduciary Trust Private Wealth Counsel LLC is a premier financial advisory firm that helps clients achieve their financial goals through expert wealth management and financial planning services. They operate with a fiduciary duty, meaning they always put their clients’ best interests first and act with honesty and integrity.
How does the advisor help clients – Key Takeaways:
- Expert wealth management and financial planning services
- Fiduciary duty to always put clients’ best interests first
- Commitment to honesty and integrity
Facts and Insights
As of 2020, Fiduciary Trust Private Wealth Counsel LLC has $21.5 billion in assets under management (AUM) and is staffed by a team of 110 experienced advisors. The firm has been in business since 1975, providing trusted financial advisory services for over 45 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $21.5 billion | 110 | 45 years |
Financial Services Offered
Fiduciary Trust Private Wealth Counsel LLC offers a comprehensive range of financial services to help clients achieve their personal and financial goals. These services include:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Wealth transfer and protection strategies
Client Types
Fiduciary Trust Private Wealth Counsel LLC serves a variety of clients, including individuals, families, and institutions. They tailor their services to meet the specific needs and goals of each client, with a focus on building long-term, trusted relationships.
Fees & Compensation
The firm’s compensation structure is based on a percentage of a client’s AUM. This incentivizes them to help clients grow their assets and achieve their financial goals while aligning their interests with that of their clients.
Background
Fiduciary Trust Private Wealth Counsel LLC was founded in 1975 by three prominent New York families who wanted to create a firm that would act as a true fiduciary and always put clients’ interests first. The firm has continued this legacy, growing into a premier financial advisory firm trusted by clients for over four decades.
Financial Advisor Disclosures to Know
Fiduciary Trust Private Wealth Counsel LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest to clients and act in their best interests at all times.