Fiduciary Trust International (FTI) offers portfolio management, research, and wealth management services to high and ultra-high net worth individuals, families, and nonprofit institutions. FTI creates tailored investment policy statements, strategic asset allocations, and selects and monitors third-party investment managers. FTI also works with endowments, foundations, and other institutions, providing outsourced chief investment officer services. FTI does not offer separate account managed services for advisory clients but may accommodate these services as and when appropriate.
Assets Under Management$7.7B
Clients76
Advisors14
Avg. per Client$100M
Avg. per Advisor$550M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Minimum Annual Fee:$150,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.25% to 1.00% and are negotiable. Minimum annual fee is $150,000, but may be waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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