FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC

RIASEC Registered

Total AUM

$18.7M

Discretionary

$18.7M

100% of AUM

Avg account

$280K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SPRINGFIELD, Missouri
CRD number: 318579
Website: www.ftpwc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals70.05%
HNWI25.23%
Corporations / Businesses2.49%
Charitable Organizations2.23%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Fiduciary Trust Private Wealth Counsel LLC is an independent registered investment adviser operating as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting services. Its business activities are connected to banking, and it lists an affiliation with an insurance company. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm does not identify as an active ESG investor.