Fiduciary Wealth Partners (FWP) offers investment management and wealth planning services to individuals, family trusts, charitable trusts, and foundations. FWP manages investment portfolios and provides consulting and guidance on various investments. FWP works with clients to determine their risk tolerance and financial goals, tailoring its advice to their individual needs. FWP allocates client assets among independent investment managers, mutual funds, or ETFs.
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.