Fiduciary Trust International provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 7 private funds.
Fiduciary Trust International reports 76 clients. They include 62 high-net-worth individuals, 7 pooled investment vehicles and 7 other clients. Of its assets, 92.8% ($7.12B across 470 accounts) are managed with discretion; $550M across 13 accounts are not. Of its clients, 3% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 82% | 78% |
| Pooled investment vehicles | 9% | 9% |
| Other | 9% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 62 | $6.02B | 78.5% | $97.1M |
| Pooled investment vehicles | 7 | $696M | 9.1% | $99.4M |
| Other | 7 | $955M | 12.5% | $136M |
| Total | 76 | $7.67B | 100% | $101M |
- Clients
- 62
- Regulatory AUM
- $6.02B
- AUM share
- 78.5%
- Avg. per client
- $97.1M
- Clients
- 7
- Regulatory AUM
- $696M
- AUM share
- 9.1%
- Avg. per client
- $99.4M
- Clients
- 7
- Regulatory AUM
- $955M
- AUM share
- 12.5%
- Avg. per client
- $136M
Total
- Clients
- 76
- Regulatory AUM
- $7.67B
- AUM share
- 100%
- Avg. per client
- $101M
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 7
- Financial planning clients last fiscal year
- 26–50
Fiduciary Trust International charges 0.25%–1.00% for its Fees for Portfolio Management and Sub-Advisory Services. The brochure does not state whether the rate is annual. The fee is negotiable, has a $150,000 annual minimum and requires an account of at least $25,000,000.
Fee details and sources
Fiduciary International Holding, Inc. owns 75% or more of Fiduciary Trust International and is in turn owned by Fiduciary Trust Company International (75% or more). Adam Spector is CEO; the leadership team includes Chief Compliance Officer Rebecca Gompper. It has 50 employees, 23 of them in advisory roles.
Staff
- 50 employees
- 23 in advisory functions
- 14 state-registered reps
- 7 broker-dealer reps
- Owns 75% or more of Fiduciary Trust International, LLC
Fiduciary International Holding, Inc.
Control person · since March 2020
- Owns 75% or more of Fiduciary International Holding, Inc.
Fiduciary Trust Company International
Control person · since March 2020
- Owns 75% or more of Fiduciary Trust Company International
Franklin Resources, Inc.
Control person · since April 2001
- Owns 75% or more of Fiduciary Trust International, LLC
Fiduciary International
Control person · since March 2020
Fiduciary Trust International’s regulatory assets grew from $6.53B (March 2021) to $7.67B (December 2025); clients rose from 54 to 76 and employees from 43 to 50.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Dec 2025December 2025 | $7.67B | 76 | 50 | 4 |
| Feb 2025February 2025 | $6.32B | 73 | 50 | 4 |
| Feb 2024February 2024 | $5.46B | 67 | 46 | 4 |
| Dec 2022December 2022 | $5.22B | 61 | 48 | 3 |
| Apr 2022April 2022 | $5.83B | 58 | 40 | 3 |
| Mar 2021March 2021 | $6.53B | 54 | 43 | 2 |
Besides its headquarters, Fiduciary Trust International has 3 offices, with 4 listed addresses across 4 states.
California · 1 listed address
- One Franklin Parkway, San Mateo
Florida · 1 listed address
- 2255 Glades Road, Boca Raton
Massachusetts · 1 listed address
- 55 Old Bedford RD, Suite 302, LincolnHQ
New York · 1 listed address
- One Madison Avenue, New York
Contact and registration details
- Legal name
- Fiduciary Trust International, LLC
- Headquarters
- 55 Old Bedford RD, Suite 302, Lincoln, MA 01773
- Website
- Not reported
- Phone
- 781-274-9300
- SEC file
- 801-62001
- Structure
- Delaware LLC
- Fiscal year end
- September
Fiduciary Trust International’s named custodian for separately managed accounts is Fidelity ($4.44B). Fiduciary Trust International has custody of $4.32B for 59 clients.
- FidelityNational Financial Services LLC · Boston, MA · $4.44B100%
At year end, Fiduciary Trust International’s separately managed accounts were mostly in funds (54%) and stocks (31%).
What the accounts hold
- Stocks31%
- Funds54%
- Registered funds39%
- Pooled vehicles15%
- Bonds12%
- U.S. government and agency bonds5%
- State and local bonds5%
- Investment grade corporate bonds2%
- Cash3%
How many clients does Fiduciary Trust International have?
Fiduciary Trust International has 76 clients and manages $7.67 billion for them, as of December 2025. They include 62 high-net-worth individuals, 7 pooled investment vehicles and 7 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 December 2025
What services does Fiduciary Trust International offer?
Fiduciary Trust International provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fiduciary Trust International charge?
Fiduciary Trust International charges 0.25%–1.00% for its Fees for Portfolio Management and Sub-Advisory Services. The brochure does not state whether the rate is annual. The fee is negotiable, has a $150,000 annual minimum and requires an account of at least $25,000,000.
Source: FIDUCIARY TRUST INTERNATIONAL, LLC FORM ADV 2A DECEMBER 2025, filed 22 December 2025
Which custodians does Fiduciary Trust International use?
Fiduciary Trust International’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $4.44B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 December 2025
How many financial advisors does Fiduciary Trust International have?
Fiduciary Trust International has 14 investment adviser representatives registered with state securities authorities, out of 50 employees, and 23 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fiduciary Trust International invest in?
At the end of its last fiscal year, Fiduciary Trust International’s separately managed accounts held 39% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 15% pooled vehicles (private funds and similar), 5% U.S. government and agency bonds, 5% state and local bonds, 3% cash and equivalents and 2% investment grade corporate bonds. It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fiduciary Trust International have a minimum investment?
Yes, Fiduciary Trust International’s minimum account size for its Fees for Portfolio Management and Sub-Advisory Services is $25M. It charges a $150K annual minimum fee.
Source: FIDUCIARY TRUST INTERNATIONAL, LLC FORM ADV 2A DECEMBER 2025, filed 22 December 2025
Who owns Fiduciary Trust International?
Fiduciary Trust International is owned through a chain of holding companies by Franklin Resources, Inc. Its direct owners are Fiduciary International Holding, Inc. (75% or more) and Fiduciary International (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 December 2025
How does Fiduciary Trust International get paid?
Fiduciary Trust International is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fiduciary Trust International?
Fiduciary Trust International’s main office is at 55 Old Bedford RD, Suite 302, Lincoln, MA 01773. Its phone number is 781-274-9300.