Preston
Mcswain
Fiduciary Wealth Partners, LLC
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About this Advisor
Preston Mcswain is a financial advisor based in Boston, Massachusetts, working with Fiduciary Wealth Partners, LLC. Preston has previously held a position at Fiduciary Wealth Partners, LLC. Preston has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Preston is part of Fiduciary Wealth Partners, LLC, which operates out of Boston, Massachusetts. The firm has 8 employees and manages assets totaling $1.3 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Fiduciary Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Fiduciary Wealth Partners, LLC Brokerage Details
$1,325,354,360
8
472
$2,807,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Preston Mcswain Work History
Fiduciary Wealth Partners, LLC
Disclosures
Please visit the SEC profile of Preston Mcswain 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 Wealth Partners, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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