Brian Samuels is a CFA-designated registered investment advisor at Fiducient Advisors LLC, based in Wellesley, MA, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,148 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiducient Advisors offers investment management services to individuals through The Wealth Office®. Investment strategies are tailored to individual goals and objectives. Fees vary based on the scope of the engagement and the level of authority Fiducient has to make trades without asking you first. Fees are calculated as a percentage of the assets they manage. There is also a model portfolio program with a $50,000 minimum investment.
Location
20 William Street, Suite 165, Wellesley, MA, 02481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fiducient Advisors LLC
Previous Registrations
Sii Investments, INC.
The Ayco Company,l.p.
State Registrations2 states
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