Assets Under Management
$1.4B
Number of Clients
102
Number of Advisors
7
Average Client AUM
$13.7M
AUM per Advisor
$199.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fiduciary Wealth Partners, LLC (FWP) offers investment management services for individuals, family trusts, charitable trusts, and foundations. They provide wealth management services, including discretionary or non-discretionary management of investment portfolios, as well as a broad range of advisory and consulting services tailored to individual client needs. FWP allocates client assets among independent managers, mutual funds, or ETFs.
2310 Washington Street, 3rd Floor, Newton Lower Falls, MA, 02462