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Focus Financial Partners Inc. is an American company that invests in independent, fiduciary wealth management firms, being listed on the Nasdaq under the ticker symbol FOCS. Headquartered in New York City , it was incorporated in 2004 by Ruediger (Rudy) Adolf , Rajini Kodialam and Leonard (Lenny) Chang.
Edelman Financial Services, a financial advisory firm, was founded in 1986 [8] by married couple Jean and Ric Edelman. [9] Sanders Morris Harris Group, a publicly traded wealth management firm, [10] purchased a majority stake of Edelman Financial Services in 2005. [11]
A trust company is a corporation that acts as a fiduciary, trustee or agent of trusts and agencies. A professional trust company may be independently owned or owned by, for example, a bank or a law firm, and which specializes in being a trustee of various kinds of trusts.
Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...
The firm continued to evolve and in 1981 opened a Los Angeles office to reach the Western and Southwestern U.S. markets. [18] As a reflection of the firm's global presence, the company changed its name in 1987 from Fiduciary Trust Company of New York to Fiduciary Trust Company International. [19] Starting in the 1990s, the firm saw significant ...
Simply put, a fiduciary is a person who is legally required to act in your best interest with your money. Given the compensation structure of most in the financial advisory field, this simple but ...
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