Preston Mcswain is a registered investment advisor at Fiduciary Wealth Partners, LLC, based in Boston, MA, with 15 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 116 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Wealth Partners provides wealth management services for an annual fee based on the value of the assets they manage. The annual fee varies between 0.08% and 1.00%, depending on the amount you invest and the services you need. This fee does not include brokerage commissions or other transaction fees.
Location
177 Huntington Ave., 17th Floor, Boston, MA, 02115
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Regulatory History (1)
Customer Dispute
March 2011Employment History
Current Registrations
Fiduciary Wealth Partners, LLC
Previous Registrations
Barclays Capital INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.