A complete list of active advisors currently associated with Fiduciary Trust Private Wealth Counsel LLC
Warmer can help you find a great advisor at Fiduciary Trust Private Wealth Counsel LLC or one who fits your needs even better.
Fiduciary Trust Private Wealth Counsel LLC is a small, privately held advisory firm with three advisors managing approximately $18.7 million for about 67 clients, serving individuals (including high-net-worth clients), trusts, estates, pension plans, and charitable organizations. The firm provides discretionary asset management, separate financial planning engagements, a monthly wealth-advisors coordination service, and ERISA 3(21) retirement-plan advisory services. The firm builds client portfolios around documented goals, time horizons, objectives and risk tolerances, using a mix of fundamental and technical analysis, charting and modern portfolio theory, and conducts quarterly account reviews and periodic rebalancing. FTPWC acts as a single point of contact to coordinate other advisors (tax, trust and estate attorneys, trust administrators) and may implement limited-scope ERISA fiduciary services while leaving final plan decisions with the plan sponsor. FTPWC discloses and retains outside-business relationships that distinguish it from many peers: the managing member is a licensed insurance agent through Fiduciary Trust Assurance Group LLC and the firm’s advisers may offer insurance products for separate commission compensation, a conflict the brochure says is mitigated by disclosure and the firm’s fiduciary duties. Other notable features include a stated $500,000 account minimum (waivable in some cases), coordination with specialized providers such as aircraft finance and management, and a practice of not voting proxy ballots (clients receive and vote their own proxies).
To learn more about the advisors currently working at Fiduciary Trust Private Wealth Counsel LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kansas City, KS
| 2
| |
Springfield, MO
| 35
|
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