Alex
Chown

Fiduciary Trust International, LLC

CRD#7174891
Investment Advisor
in Lincoln, MA

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About this Advisor

Alex Chown is a financial advisor based in Lincoln, Massachusetts, working with Fiduciary Trust International, LLC. Alex has previously held positions at Athena Capital Advisors LLC and Fiduciary Trust International, LLC. Alex is registered to provide services in Massachusetts. Currently, Alex is part of Fiduciary Trust International, LLC, which operates out of Lincoln, Massachusetts. The firm has 3 offices and 46 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Fiduciary Trust International, LLC includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

55 Old Bedford Rd Suite 302
Lincoln, MA 01773

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Fiduciary Trust International, LLC Brokerage Details

Total Assets Under Management

$5,464,877,027

MA Average: $16,012,751,954
Total Number of Employees

46

MA Average: 118
Total Number of Accounts

491

MA Average: 4,567
Average Account Size

$11,130,096

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alex Chown Work History

2020 - Present (5 years)

Fiduciary Trust International, LLC

2013 - 2020 (7 years)

Athena Capital Advisors LLC

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Disclosures

Please visit the SEC profile of Alex Chown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fiduciary Trust International, LLC

Matthew Katz
Lincoln, MA
Erick Rawlings
Lincoln, MA
Anna Kastrilevich
Lincoln, MA
Alex Chown
Lincoln, MA
Adam Souliere
Lincoln, MA
Alex Paul
Lincoln, MA
Douglas Cohen
Lincoln, MA
Katherine Burke
Lincoln, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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