MK
CFA
MK
CFA

Matthew Adam Katz

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
73 clients
Average Client Portfolio
$86.6M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25M
Minimum Annual Fee:$150,000
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Location

55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fiduciary Trust International, LLC
March 2014 - Present · 11 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.