Fiduciary Trust Private Wealth Counsel LLC

Overview

Fiduciary Trust Private Wealth Counsel LLC is an independent, individually owned RIA that serves both individual & family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges both a percentage-of-AUM fee and fixed fees. The firm is registered in Kansas and Missouri and reports an affiliation with an insurance company. The firm identifies a fixed‑income orientation in its asset mix and does not position itself as an ESG investor or a capital allocator. It works at a small scale relative to wirehouses and national RIAs, operating more like a regional private wealth adviser.

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Investments & Alternatives

Location & Offices