Assets Under Management
$6.3B
Number of Clients
73
Number of Advisors
14
Average Client AUM
$86.6M
AUM per Advisor
$451.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
FTI provides customized portfolio management, research, and wealth management services to high and ultra-high net worth individuals, families, and nonprofits. Services include tailored investment policy statements, asset allocation, manager selection, and performance reporting. FTI also offers sub-advisory services and manages private investment funds.
55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773