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Fiduciary Family Office, LLC

Headquartered in BOCA RATON, FL

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Firm Information

Fiduciary Family Office, LLC is a registered investment advisor located in BOCA RATON, FL. The firm provides financial planning, portfolio management for individuals and businesses, and other family office services. Fiduciary Family Office, LLC manages approximately $609,794,558 in assets for high-net-worth individuals and charitable organizations.

Fiduciary Family Office, LLC

150 EAST PALMETTO PARK ROAD

BOCA RATON, FL 33432

$609.79M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

FIDUCIARY FAMILY OFFICE, LLC has a total of 3 branch locations across the country.
location

Saratoga Springs, UT

location

BOCA RATON, FL

location

Boca Raton, FL

Advisors at Fiduciary Family Office, LLC

View All 2 Advisors
Unclaimed
Shelby Beth tatz Shelby

CFP®, RA

BOCA RATON, FL

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Unclaimed
Tabitha Terese letourneau Meyerer

CFP®, RA

BOCA RATON, FL

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Unclaimed
Kathleen Anne Grace

CFP®, RA

Boca Raton, FL

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Disclosures

There are no public disclosures for Fiduciary Family Office, LLC.

Frequently Asked Questions (7)

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