Fiduciary Trust Private Wealth Counsel LLC
Fiduciary Trust Private Wealth Counsel LLC (CRD# 318579) is a financial advisory firm headquartered in , . They manage $13,180,000 in 74 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Fiduciary Trust Private Wealth Counsel LLC
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$178,108
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, KS, MO, TX
Financial Advisors at Fiduciary Trust Private Wealth Counsel LLC
1
Christopher Halford (CRD# 2599822) is an Investment Advisor Representative working at Fiduciary Trust Private Wealth Counsel LLC in Kansas City, KS and has over 26 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.