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 organized as a limited liability company and operates as an independent registered investment adviser. Its client base includes individual and family households alongside institutional relationships. The firm provides fee-based financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its business activities are linked to banking, and it has an industry affiliation with an insurance company. Compensation is billed via a mix of percentage-of-assets and fixed fees. The firm does not list ESG investing as an active focus.