Assets Under Management
$696.1M
Number of Clients
45
Number of Advisors
3
Average Client AUM
$15.5M
AUM per Advisor
$232.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fiduciary Family Office offers financial planning, consulting, and investment management services. They manage client portfolios on a discretionary basis, allocating assets among ETFs, stocks, bonds, and alternative investments. They also provide family office services, including coordination with other advisors and cash management.
150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432