Sjm Fiduciary Advisors, LLC (Boston)

Sjm Fiduciary Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sjm Fiduciary Advisors: assets under management

The assets under management (AUM) of Sjm Fiduciary Advisors, LLC is $639.92 million. The firm's AUM has grown by 200% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $259.43 million in discretionary accounts and $380.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.28 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sjm Fiduciary Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Sjm Fiduciary Advisors, LLC performs its advisory services is located at 225 Franklin Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-217-2700. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at fwp.partners.

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