Matthew
Katz
Fiduciary Trust International, LLC
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About this Advisor
Matthew Katz is a financial advisor based in Lincoln, Massachusetts, working with Fiduciary Trust International, LLC. Matthew has previously held positions at Athena Capital Advisors and Fiduciary Trust International, LLC. Matthew is registered to provide services in Massachusetts. Currently, Matthew 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
Services Offered
Fee Structure
Office Location
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Fiduciary Trust International, LLC Brokerage Details
$5,464,877,027
46
491
$11,130,096
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
Matthew Katz Work History
Fiduciary Trust International, LLC
Athena Capital Advisors
Athena Capital Advisors
Athena Capital Advisors
Disclosures
Please visit the SEC profile of Matthew Katz 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
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
Lincoln, MA
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