Fiduciary Wealth Partners, LLC

Fiduciary Wealth Partners, LLC, established in 2012, is an SEC registered investment adviser specializing in investment consulting, advisory, and wealth planning services. The firm manages over $2.2 billion in client funds, offering discretionary and non-discretionary investment management services for individuals, family trusts, charitable trusts, and foundations. Fiduciary Wealth Partners tailors its services to clients' needs, including wealth management, financial planning, and consulting. Clients have the flexibility to impose reasonable restrictions on their accounts. The firm charges an annual fee based on a percentage of assets under management, ranging from 0.08% to 1.00%, with the option for negotiated or flat fees. Fiduciary Wealth Partners acts as a fiduciary, providing investment discretion and voting client securities in their best interest. The firm does not impose a minimum portfolio size or annual fee requirement. Investment strategies focus on risk tolerance, time horizon, and client objectives, with a comprehensive risk disclosure covering market, equity, fixed income, interest rate, and other risks. Fiduciary Wealth Partners emphasizes cybersecurity measures and provides ongoing account reviews and reporting to ensure transparency and client satisfaction.