FIDUCIARY FINANCIAL PARTNERS, LLC
Naperville, Illinois
5.0
15 Reviews
Fiduciary Financial Partners, LLC, based out of Naperville, IL, is a distinguished investment advisory firm dedicated to managing the financial assets of high net worth individuals. With over 70 individual clients and an impressive $164,648,000 in assets under management, Fiduciary Financial Partners offers expert financial guidance and personalized investment strategies. With its strong local presence, Fiduciary Financial Partners operates from a single office in Naperville, IL. While the firm's primary focus lies in managing high net worth individual accounts, they also possess the expertise to oversee employer funds, although ...
See more
Loading...

Assets Under Mgmt

$164.65M

Investment Professionals

5

Locations

0

% 401K & Individual

14%

% Discretionary

93%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.