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Fiduciary Trust International, LLC

Headquartered in LINCOLN, MA

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Firm Information

Fiduciary Trust International, LLC is an investment advisor based in Lincoln, MA. They manage over $6.32 billion in assets for 469 clients. The firm provides financial planning, portfolio management, and selection of other advisors for individual, business, and institutional clients. Their client base primarily consists of high-net-worth individuals and institutional clients, managing $4.7 billion and $947 million in assets respectively.

Fiduciary Trust International, LLC

55 OLD BEDFORD RD

LINCOLN, MA 01773

$6.32B

Assets Under Management

1

Total Clients

14

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.

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 (2)

FIDUCIARY TRUST INTERNATIONAL, LLC has a total of 2 branch locations across the country.
location

LINCOLN, MA

location

New York, NY

Advisors at Fiduciary Trust International, LLC

View All 14 Advisors
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Douglas Matthew Cohen

RA

LINCOLN, MA

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Erick Roscoe Rawlings

RA

LINCOLN, MA

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Katharine Marshall Huntington

RA

LINCOLN, MA

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John M Raus

CFA®, RA

LINCOLN, MA

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Adam E Souliere

RA

LINCOLN, MA

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Tyler Perry Rodday

RA

LINCOLN, MA

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Katherine Duffy Burke

CFA®, RA

LINCOLN, MA

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Alex William Chown

CFA®, RA

LINCOLN, MA

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Disclosures

There are no public disclosures for Fiduciary Trust International, LLC.

Frequently Asked Questions (14)

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